Moneyyogi Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MoneyYogi Advisors provides discretionary investment management and a range of financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses, including packaged project engagements. The firm manages roughly $27 million for a small client base and delivers both portfolio oversight and planning support under written advisory agreements.
The firm’s investment approach is primarily long-term, using fundamental and technical analysis to construct portfolios of ETFs, mutual funds, and individual securities while making tactical adjustments or rebalancing as needed. Financial planning is delivered as both project work and ongoing engagements, and the Advisor incorporates a software application into client service workflows for planning, monitoring, and communication.
Distinctive features include a recurring subscription model for ongoing financial planning (an uncommon billing approach among peers) and an affiliated software company that provides the planning application included in advisory relationships; the firm discloses the affiliate relationship and operational safeguards such as separate accounts and no direct fee-sharing. The principal is also a licensed insurance professional and may receive commissions for insurance or annuity sales, a potential conflict the firm discloses and manages alongside other firm-specific practices like fixed-fee packaged engagements and a satisfaction-refund policy.
Client services
Expertise
Fee options
Fixed project-based engagements ranging from $500 to $2,500 depending on complexity.
0.50% to 1.50% annually (negotiable based on asset size and relationship)
Insurance and annuity products commissions earned separately by Principal (not part of advisory fees).
Hourly fees up to $350/hour for financial planning services.
Ongoing financial planning subscription fees ranging from $99 to $1,000 per month; current standard plans at $299 and $599 per month.
Account minimum: $250,000 Minimum fee: Minimum ongoing financial planning fee of $99 per month (legacy, grandfathered plan). No minimum for investment management explicitly stated, fees range from 0.50% to 1.50% annually. Fee-only: Ongoing Financial Planning fees range from $99 to $1,000 per month; standard plans at $299/month (Personal) and $599/month (Business). Project-based fees fixed from $500 to $2,500 or hourly up to $350/hour.
Main office
5611 Campbell Rd
Houston TX 77041
Advisors at this office
1
Most active in
Texas
Also doing business as
Boundless Wealth LLC · Money Holistics · Moneyyogi Advisors
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.
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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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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