{
  "crd_number": 288359,
  "slug": "cmg-financial-consulting-scottsdale-az-288359",
  "primary_business_name": "CMG FINANCIAL CONSULTING",
  "legal_name": "CMG FINANCIAL CONSULTING, LLC",
  "dbas": [],
  "city": "Scottsdale",
  "state": "AZ",
  "country": "United States",
  "cbsa_code": "38060",
  "metro": {
    "cbsa_code": "38060",
    "common_name": "Phoenix",
    "msa_name": "Phoenix-Mesa-Chandler, AZ",
    "path": "/advisors/az/phoenix"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-11-06",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 149647147.0,
  "raum_discretionary": 148697163.0,
  "raum_non_discretionary": 949984.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 18703434.0,
      "count": 72
    },
    "pension_profit_sharing": {
      "raum": 949984.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 129993729.0,
      "count": 44
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "LA",
    "NY",
    "OH",
    "SC",
    "TX"
  ],
  "websites": [
    "https://cmgfin.com",
    "https://facebook.com/CMGFIN",
    "https://linkedin.com/IN/CLINT-GOSSAGE-CFA-CPA-66924597",
    "https://twitter.com/CMGFIN"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288359",
  "city_as_filed": "SCOTTSDALE",
  "url": "https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359",
  "display_name": "CMG Financial Consulting",
  "summary": "CMG Financial Consulting is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. CMG Financial Consulting (CRD 288359): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is CMG Financial Consulting compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CMG Financial Consulting reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does CMG Financial Consulting charge?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 states: Subscription: $450 a month (Early Investors); Subscription: $850 a month (Foundation Builders); Subscription: $1,250 a month (Financially Independent); Subscription: $225 a month (Early Investors Services for Medical Residents and Fellows). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is CMG Financial Consulting located?",
      "a": "CMG Financial Consulting's principal office is in Scottsdale, AZ, according to its Form ADV."
    },
    {
      "q": "Is CMG Financial Consulting registered with the SEC or a state?",
      "a": "CMG Financial Consulting is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 288359."
    },
    {
      "q": "How much does CMG Financial Consulting manage?",
      "a": "CMG Financial Consulting reports $149,647,147 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (99% discretionary)."
    },
    {
      "q": "How have CMG Financial Consulting's assets and staff changed since 2025?",
      "a": "In the Form ADV data for CMG Financial Consulting: Regulatory assets under management: $109,815,314 in the October 2025 data and $149,647,147 in the October 2026 data, up 36%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does CMG Financial Consulting serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72); high net worth individuals (44); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Which custodians does CMG Financial Consulting use?",
      "a": "CMG Financial Consulting's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does CMG Financial Consulting report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288359"
    },
    {
      "q": "Does CMG Financial Consulting state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 20, 2026 says: \"Our firm does not require minimum income, asset levels or other similar preconditions for our services.\""
    },
    {
      "q": "What changed in CMG Financial Consulting's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 109815314.0,
      "total_employees": 4,
      "filing_date": "2025-04-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 149647147.0,
      "total_employees": 4,
      "filing_date": "2026-09-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $109,815,314 to $149,647,147 (+36%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL, NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 20, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $450 a month (Early Investors)",
      "Subscription: $850 a month (Foundation Builders)",
      "Subscription: $1,250 a month (Financially Independent)",
      "Subscription: $225 a month (Early Investors Services for Medical Residents and Fellows)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Our firm does not require minimum income, asset levels or other similar preconditions for our services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $450 a month (Early Investors)"
        ],
        "quotes": [
          "Early Investors - $450/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $850 a month (Foundation Builders)"
        ],
        "quotes": [
          "Foundation Builders - $850/month ● Comprehensive Financial Planning ● Annuity Planning ● Student loan planning ● Cash Flow & Budgeting"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $1,250 a month (Financially Independent)"
        ],
        "quotes": [
          "Financially Independent - $1,250/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $225 a month (Early Investors Services for Medical Residents and Fellows)"
        ],
        "quotes": [
          "$225/month for Early Investors Services ● Discount will be applied as long as one spouse is in residency"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 450.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Early Investors"
        },
        {
          "kind": "subscription",
          "amount": 850.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Foundation Builders"
        },
        {
          "kind": "subscription",
          "amount": 1250.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Financially Independent"
        },
        {
          "kind": "subscription",
          "amount": 225.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Early Investors Services for Medical Residents and Fellows"
        }
      ]
    },
    "quotes": [
      "Our firm does not require minimum income, asset levels or other similar preconditions for our services.",
      "Early Investors - $450/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting",
      "Foundation Builders - $850/month ● Comprehensive Financial Planning ● Annuity Planning ● Student loan planning ● Cash Flow & Budgeting",
      "Financially Independent - $1,250/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting",
      "$225/month for Early Investors Services ● Discount will be applied as long as one spouse is in residency"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 72,
      "fewer_than_5": false,
      "raum": 18703434.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 129993729.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 949984.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288359",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}