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| MFG Wealth Management Inc
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| CRD # | 125963 |
| SEC # | 801-132898 |
| CIK # | 0002053046 |
| AUM | 138.9 M (2026-05-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-780-1006 |
| Address | 6920 South East St Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (5/14/2026) [Brochure] |
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Item 5 – Fees and Compensation
Active Portfolio Management Strategy
MFG Wealth Management, Inc. manages client accounts on a discretionary basis-for a percentage of the
assets under its management. The negotiable annual fee ranges from 1% to 2%, depending on the size and
complexity of a client's account. The fee is paid quarterly, at the start of each quarter and deducted from the
clients’ assets. If a client cancels, any prepaid fees will be refunded on a pro-rated basis upon request.
Below is MFG Wealth Management, Inc.’s Asset Value Based Management Fee Schedule:
Asset Value Annualized Fee Percentage
$0 – $100,000 1.50%
$100,000 - $500,000 1.25%
$500,000 and above 1.00%
Financial Planning
MFG Wealth Management, Inc. charges fees for financial planning and investment advice. Financial
planning includes tax planning, insurance planning, retirement planning and estate planning. Financial
planning services may include consultations and/or written plans, which analyze a client's financial situation
and makes appropriate recommendations for strategies and methods of implementation of the strategies.
Fixed fees refer to written financial plans, which range from $400 to $10,000, depending on the complexity of
a client's financial situation. For individuals or couples just getting started in life there is a discounted fee
that ranges from $400 to $600. The negotiable fee is due upon presentation of the plan. The negotiable
hourly fee is up to $400 and is paid after the consultations. Negotiable annual retainer fees range from $600
to $10,000, depending on the complexity of a client's financial situation. The fee is paid quarterly, at the end
of the quarter.
Below is MFG Wealth Management, Inc.’s Financial Planning Fee Schedule:
Net Worth Financial Planning Fee Plan Update Fee
Discounted Fee $400.00-$600.00 $100.00
$0 - $499,999 $1,500.00 $300.00
$500,000 - $1,000,000 $3,000.00 $600.00
$1,000,000 and above $4,500.00 minimum* $900.00
* Total fee to be determined
Other services MFG Wealth Management, Inc. may provide clients is selecting and monitoring other money
managers (registered in Indiana for IN clients and Florida for FL clients) on their behalf. When it does so, the
other money managers pay MFG Wealth Management, Inc. a portion of the fees generated by the referred
clients--clients do not pay directly for this service. In addition, MFG Wealth Management, Inc.’s investment
advisor representative, Michael McCracken, sells insurance products for sales commissions. Clients should be
aware that a conflict exists between the interests of MFG Wealth Management, Inc. and the interests of the
clients; and the client is under no obligation to act upon the MFG Wealth Management, Inc.’s
recommendations; and if the client elects to act upon any of the recommendations, the client is under no
obligation to affect the transaction through MFG Wealth Management, Inc. |
| Account Minimums and Types of Clients — Form ADV Part 2A (5/14/2026) [Brochure] |
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Item 7 – Types of Clients MFG Wealth Management, Inc. provides portfolio management services and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and small businesses and pension and profit-sharing plans. MFG Wealth Management, Inc. may also provide advisory services in the selection of other advisers. MFG Wealth Management, Inc. generally requires a $50,000.00 minimum balance for certain client accounts. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| International Business Machines Corp | 4.3 | ||
| Rocket Companies Inc | 3.7 | ||
| Corning Inc /NY | 3.6 | ||
| Lilly Eli & Co | 3.6 | ||
| Amazon Com Inc | 3.5 | ||
| Social Capital Hedosophia Holdings Corp V | 3.4 | ||
| United Parcel Service Inc | 3.4 | ||
| Microsoft Corp | 3.2 | ||
| Carrier Global Corp | 3.1 | ||
| Denali Holding Inc | 3.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 294 | 63.5 |
| (b) Individuals (high net worth individuals) | 34 | 75.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 889 | 138.9 |
| By Discretionary | ||
| Discretionary | 889 | 138.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 889 | 138.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.9 | |
| Total | 889 | 138.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053046] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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