A complete list of active advisors currently associated with HD Money, Inc.

Warmer can help you find a great advisor at HD Money, Inc. or one who fits your needs even better.

HD Money, Inc. provides personalized financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and businesses. The firm’s planning work covers cash flow, tax, insurance, retirement, education funding and estate matters, and its investment advice is limited to third‑party managers and common instruments such as mutual funds, ETFs, stocks and bonds. HDM typically implements portfolios through sub‑advisers and model strategies, most notably recommending Monorail Portfolios managed by its affiliate Monorail Securities, which are ETF‑only and constructed using a long‑term, modern‑portfolio approach with both quantitative and qualitative ETF screening and quarterly reviews. The firm exercises discretionary authority for managed accounts, may allocate among third‑party managers, and describes use of technology tools (including automated analytics) as support for its advisers’ investment decisions. A few features of HDM are atypical for similarly sized teams: several managers and registered personnel are licensed to sell insurance and may receive commission‑based compensation, some representatives act in registered representative capacities (Viewtrade), and the firm is affiliated with an SEC‑registered sub‑adviser (Monorail) to which it has economic ties and to which some clients have invested capital. The brochure also discloses participation in custodial and institutional programs that provide educational events, technology and other benefits to the firm, and it identifies these affiliations and revenue relationships as potential conflicts that clients should consider.

To learn more about the advisors currently working at HD Money, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.