Money Evolution
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Evolution is a state-registered investment adviser that offers comprehensive financial planning, hourly consulting and retirement-plan consulting to individuals, high-net-worth families and pension plan clients. The firm provides access to WealthVision financial software and can coordinate implementation through third-party custodians or through advisory persons who are separately registered to provide asset management or brokerage services.
The firm describes a planning-based approach that combines fundamental and technical analysis and covers retirement, tax, estate, cash-flow, education and business succession planning. Services are delivered on a modular basis — including hourly consultations, one-time fixed-fee plans and a recurring Premium Access subscription — and the firm does not take custody of client assets or exercise discretionary trading authority.
Noteworthy differences from many peers include its fee model: Money Evolution discloses negotiated hourly rates (listed at $99–$249), fixed planning fees and a monthly subscription instead of a standard percentage-of-assets-under-management fee. The firm is a small, single-practitioner operation that also discloses ancillary revenue sources (including YouTube click revenue) and that some advisory persons may implement recommendations in separate capacities, which can create implementation and conflict-of-interest considerations for clients.
Client services
Expertise
Fee options
Fixed one-time financial planning fee ranges from $299 to $1,899
Commissions on investment products purchased through LPL Financial; 12b-1 trailing commissions for mutual fund purchases; Insurance commissions
Hourly consulting fee ranges from $99 to $249
Ongoing Premium Access Service from $99 to $299 per month
Fee-only: Hourly consulting fee ranges from $99 to $249; Fixed one-time financial planning fee ranges from $299 to $1,899; Ongoing Premium Access Service fee ranges from $99 to $299 per month
Main office
21 East Long Lake Road, Suite 104
Bloomfield Hills MI 48304
Advisors at this office
1
Most active in
Michigan · Texas
Also doing business as
Lethemon Financial · Lethemon Financial, LLC · Money Evolution · Money Evolution, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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