Moneyyogi Advisors
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 321221
- Website
- www.boundlessplan.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals59.13%
- HNWI40.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Moneyyogi Advisors is an independent Texas-based RIA organized as an LLC that focuses on individual and family clients, with some work for small business owners. The firm combines financial planning and discretionary portfolio management with insurance brokerage services. Its billing model is flexible: percentage-of-AUM charges sit alongside hourly work, subscription arrangements, and fixed fees. Moneyyogi does not position itself as a capital allocator or pension consultant, and it does not prioritize ESG investing.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities17%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 5611 Campbell Rd
- Time zone
- CT (UTC-6)
- Office locations
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