MONEY METHODS, INC.

Overview

Money Methods, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm positions itself as a capital allocator that combines financial planning with manager selection for both individual & family and institutional clients. Its advisory activity centers on financial planning and the selection of other advisers, which suggests a consultative, outsourced CIO-style role rather than a large platform-based asset manager. The firm’s reported fee structure includes hourly charges, fixed fees and other non-performance-based fees, aligning with a planning-first engagement model. Money Methods, Inc. is not identified as an active ESG investor, does not present itself as a multi-state adviser, and is not described as a pension consultant. SEC registration year is not disclosed.

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Location & Offices