Eagle Money Advisors

Eagle Money Advisors is a California-registered, fee‑only investment adviser that provides customized investment management, financial planning, wealth management, consulting, and educational services to individuals, high‑net‑worth clients, trusts, estates, small businesses, and charitable organizations. The firm generally charges percentage‑of‑assets advisory fees (with options for hourly or flat‑fee planning) and reported no client assets under management at the time of the brochure.

The firm typically manages accounts on a discretionary basis and uses an asset‑allocation framework that combines fundamental analysis, strategic and tactical allocation, and value‑oriented techniques across both traditional and alternative asset classes (including REITs, commodities, and private funds). It documents client objectives through Investment Policy Statements, allows client‑imposed restrictions, and explicitly incorporates market‑timing adjustments into its allocation process, with those timing services included within the overall management fee.

Noteworthy distinctions relative to many peers include the firm’s explicit use of market timing as part of its investment approach, the offering of educational seminars and workshops (often online and complimentary to clients and guests), and the availability of hourly planning engagements. The brochure also notes the firm’s small, sole‑proprietor structure and that the principal has taken on a college teaching role and earned an Ed.D., factors that may affect capacity, scheduling, and the firm’s advisory perspective.