Mra Advisory Group

6901 PROFESSIONAL PKY E, Sarasota, Florida 34240

SEC CRD#287933
Last ADV filed: 01/12/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Fee-Only Verified

Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee0.40%of assets under management
Account Minimum$5000Mto open an account

Detailed Fee Schedule

Advisory fee range from 0.40% to 2.00% As described in Item 8, and in the MRA Wrap Fee Brochure, MRA offers a discretionary asset management program, the MRA Wealth Management Program that combines management and transaction expe

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMSubscription feesFixed fees

Disciplinary Disclosures

This firm has 5 disclosures on record with the SEC.

Regulatory actions

A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.

Compensation Transparency

  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Mra Advisory Group — Fiduciary Advisor Profile | FiduciaryListings