John Mahshie
John Mahshie is a registered investment advisor at Mpm Advisors Group LLC, based in Liverpool, NY, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 177 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
1101 Fern Hollow Drive, Liverpool, NY, 13088
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John operates under the DBA "MMLT Financial Strategies" for traditional insurance sales and service since 2011, dedicating a few hours per week. He is also a member of the Loan Review Committee at Countryside Federal Credit Union and an Owner/Partner at MPM Tax Pros, spending about a third of his time on tax preparation services since 2024.
Employment History
Current Registrations
Mpm Advisors Group LLC
Previous Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Lifemark Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.