Mutual Trust Advisory Group

Mutual Trust Advisory Group (CRD# 277060) is a financial advisory firm headquartered in Estero, FL. They manage $51,949,360 in 388 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $133,890
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Mutual Trust Advisory Group
Showing 1 - 2 of 2 top financial advisors.
1
Scott R. Schatzle
CRD#: 4773107
9480 Corkscrew Palms Circle, Suite 3, Estero, FL 33928
96
Wealthminder
score

Scott Schatzle (CRD# 4773107) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has over 8 years of experience in the finance industry. Scott Schatzle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ruth C. Wendl
CRD#: 6792398
9480 Corkscrew Palms Circle, Suite 3, Estero, FL 33928
87
Wealthminder
score

Ruth Wendl (CRD# 6792398) is an Investment Advisor Representative working at Mutual Trust Advisory Group in Estero, FL and has 1 year of experience in the finance industry.

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