Mears Money Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mears Money Management provides investment advisory services primarily to individual clients. The firm delivers portfolio management by identifying and referring clients to third‑party money managers, performs a one‑time portfolio "MRI" analysis, and offers periodic educational newsletters and workshops at no charge.
The firm applies modern portfolio theory and a long‑term, index‑fund‑focused approach, tailoring model portfolios to clients’ risk tolerance and financial goals. It conducts due diligence on recommended third‑party advisers and reviews their ongoing performance, and does not take custody or execute trades on client accounts (clients maintain custody with third‑party custodians).
The firm’s principal maintains an affiliated accounting practice and also operates as a licensed insurance agent, relationships the brochure discloses as potential conflicts of interest when non‑advisory services or commissionable insurance products are recommended. The combination of those affiliations with the provision of free educational workshops and a paid, one‑time MRI portfolio analysis is uncommon among similar independent advisers and is noted in the firm’s disclosures.
Client services
Expertise
Fee options
$0+: 0.99% annually when using Matson Money platform $0+: 0.75% - 0.99% annually when using Evidence Based Advisors
Minimum fee: $395 one-time fixed fee for Portfolio MRI service (negotiable)
Main office
Valencia CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Mears Money Management · Mears Money Management Inc
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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