Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: The Mather Group is registered with the SEC as an investment adviser (CRD #156005, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,750 a year under its published fee schedule. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
The Mather Group at a glance
| Fact | What The Mather Group’s own pages say |
|---|---|
| Legal entity | The Mather Group, LLC |
| Registration | The Mather Group, LLC is registered with the SEC as an investment adviser (CRD #156005, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,750 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for The Mather Group |
| Cost to leave (exit fee) | No how-to-leave page published for this firm yet |
What The Mather Group’s own fee schedule charges
Regulatory AUM $13,446,388,873. TMG’s $1,000,000 minimum applies specifically to ‘comprehensive services,’ not to basic investment advisory generally, so the standard fee schedule above is not gated by that minimum.
“The fee for any assets under management will generally range from 0.25% to 2.00%. TMG’s standard fee schedule is as follows: First $2,000,000 1.15% Next $8,000,000 0.75% Balance Over $10,000,000 0.50%”
The Mather Group’s standard schedule (First $2,000,000 at 1.15%, marginal) covers all four benchmark balances within its first bracket. No dollar-denominated minimum annual fee is stated in the document.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,875 |
| $500,000 | $5,750 |
| $1,000,000 | $11,500 |
| $2,000,000 | $23,000 |
See the full breakdown, including how the figure is calculated, on The Mather Group’s own fee page.
Registration
The Mather Group, LLC is registered with the SEC as an investment adviser (CRD #156005, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for The Mather Group.
What it costs to leave
The Mather Group does not yet have a dedicated exit-fee page on this site. The general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (September 4, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057123
- SEC IAPD firm summary (CRD #156005, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/156005
Methodology. This page was built September 28, 2026, drawing directly on The Mather Group’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for The Mather Group; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading The Mather Group’s own Form ADV Part 2A and Form CRS. We have not used The Mather Group as a client. The Mather Group did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See The Mather Group’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing The Mather Group against other options? See The Mather Group alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.