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Doug Mentzer

Estate and Retirement Planning

The Mentzer Group, LLC

Knoxville

TN

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Charitable Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
The Mentzer Group, LLC 10 years, 4 months Aug 2008 - Present

Designations & Memberships

  • Certified Fund Specialist
    Designation
    Certified Fund Specialist
    CFS Designees have expertise in mutual funds and the mutual fund industry. These individuals advise clients on which mutual funds best suit their particular needs. Does not license individuals to buy or sell mutual funds.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 2, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

The Mentzer Group, LLC

Last updated on May 16, 2017
    • $8.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 145
      Accounts
    • $55.2K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements