Mauricio
Cortes Resendiz

The Mather Group, LLC

CRD#6307778
Investment Advisor
in Brentwood, TN

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About this Advisor

Mauricio Cortes Resendiz is a financial advisor based in Brentwood, Tennessee, working with The Mather Group, LLC. Mauricio has previously held positions at Eugenias Advisory Group, LLC, Vanderbilt Business School, Fish And Associates, The Vanguard Group, and The Mather Group, LLC. Mauricio is registered to provide services in Alabama, Illinois, Tennessee, and Texas. Currently, Mauricio is part of The Mather Group, LLC, which operates out of Brentwood, Tennessee. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

105 Continental Place Suite 110
Brentwood, TN 37027

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$10,508,543,012

TN Average: $6,674,516,078
Total Number of Employees

163

TN Average: 44
Total Number of Accounts

15,974

TN Average: 2,564
Average Account Size

$657,853

TN Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mauricio Cortes Resendiz Work History

2021 - Present (4 years)

The Mather Group, LLC

2020 - 2021 (1 year)

Eugenias Advisory Group, LLC

2018 - 2018 (< 1 year)

Eugenias Advisory Group, LLC

2018 - 2019 (1 year)

Eugenias Advisory Group, LLC

2017 - 2018 (1 year)

Vanderbilt Business School

2017 - 2017 (< 1 year)

Fish And Associates

2016 - 2017 (1 year)

Vanderbilt Business School

2014 - 2016 (2 years)

The Vanguard Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Mauricio Cortes Resendiz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Mather Group, LLC

Cody Dunifon
Chicago, IL
Bradley Phillips
Austin, TX
Michael Curley
Cincinnati, OH
Brian Taylor
Chicago, IL
Robert Bartlett
Cincinnati, OH
Natalya Christy
Chicago, IL
Ben Petrie
Chicago, IL
Linda Dash
Atlanta, GA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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