# CMG Financial Consulting

> 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.

- CRD: 288359
- Filed as: CMG FINANCIAL CONSULTING
- Legal name: CMG Financial Consulting, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288359
- AdvisorCensus page: https://advisorcensus.com/firm/cmg-financial-consulting-scottsdale-az-288359

## Quick answers

**How is CMG Financial Consulting compensated?**
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).

**How much does CMG Financial Consulting charge?**
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.

**Where is CMG Financial Consulting located?**
CMG Financial Consulting's principal office is in Scottsdale, AZ, according to its Form ADV.

**Is CMG Financial Consulting registered with the SEC or a state?**
CMG Financial Consulting is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 288359.

**How much does CMG Financial Consulting manage?**
CMG Financial Consulting reports $149,647,147 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (99% discretionary).

**How have CMG Financial Consulting's assets and staff changed since 2025?**
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.

**What types of clients does CMG Financial Consulting serve?**
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).

**Which custodians does CMG Financial Consulting use?**
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.

**Does CMG Financial Consulting report any disciplinary disclosures?**
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

**Does CMG Financial Consulting state an account minimum?**
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."

**What changed in CMG Financial Consulting's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: None

> Our firm does not require minimum income, asset levels or other similar preconditions for our services.

- Subscription: $450 a month (Early Investors)

> Early Investors - $450/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting

- Subscription: $850 a month (Foundation Builders)

> Foundation Builders - $850/month ● Comprehensive Financial Planning ● Annuity Planning ● Student loan planning ● Cash Flow & Budgeting

- Subscription: $1,250 a month (Financially Independent)

> Financially Independent - $1,250/month ● Comprehensive Financial Planning ● Student loan planning ● Cash Flow & Budgeting

- Subscription: $225 a month (Early Investors Services for Medical Residents and Fellows)

> $225/month for Early Investors Services ● Discount will be applied as long as one spouse is in residency

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $149,647,147
- Discretionary: $148,697,163
- Non-discretionary: $949,984

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $18,703,434 |
| High net worth individuals | 44 | $129,993,729 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $949,984 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, LA, NY, OH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cmgfin.com
- Facebook @CMGFIN
- LinkedIn @CLINT-GOSSAGE-CFA-CPA-66924597
- X @CMGFIN

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $109,815,314 | 4 | April 4, 2025 |
| October 2026 | $149,647,147 | 4 | September 15, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in SC.

### February 2026
- Regulatory assets under management went from $109,815,314 to $149,647,147 (+36%).

### December 2025
- Registered or notice-filed in FL, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CMG Financial Consulting (CRD 288359): Form ADV filing data as of October 2026.