Money Consultants Advisory, Inc.

Money Consultants Advisory, Inc. works with individuals, trusts, estates and corporations to provide fee-for-service advice consultations on an as-needed basis and to offer ongoing investment management. The firm accepts clients regardless of account size and provides advice engagements billed hourly or as flat fees in addition to offering asset-based management when requested.

The firm’s advisory work is primarily non-discretionary: it provides investment recommendations and relies on clients or their chosen broker-dealers to implement trades, and it does not take custody or exercise trading authority over client accounts. Its analysis emphasizes fundamental research and typically supports longer-term purchase strategies rather than frequent trading, with ongoing reviews provided only when specifically engaged.

A distinctive aspect of the firm is its affiliation with an accounting and tax services business, and the firm lists an affiliated CPA among its critical business partners and succession contacts, reflecting an integrated tax/accounting-advice relationship that is uncommon among peers. It is also atypical in that most of its assets under management are handled on a non-discretionary basis, so the firm functions largely as a consultative adviser rather than a discretionary portfolio manager.