A complete list of active advisors currently associated with Money Evolution
Warmer can help you find a great advisor at Money Evolution or one who fits your needs even better.
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.
To learn more about the advisors currently working at Money Evolution, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bloomfield Hills, MI
| 32
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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