Money Illustrated Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Illustrated Advisory Services works with individual clients, including high‑net‑worth individuals, to provide fee‑only investment management and both ongoing and project‑based financial planning. The firm also offers a paid divorce financial analysis service and advises on a range of holdings including stocks, bonds, mutual funds, ETFs, municipal securities, cash equivalents, and digital assets.
Investment construction is grounded in Modern Portfolio Theory alongside a rules‑based momentum/tactical asset allocation model (informed by published research) implemented primarily with ETFs and rebalanced monthly; portfolios are customized to client goals and risk tolerance and the firm does not rely on third‑party model allocations. Accounts are typically managed on a discretionary basis, with the option to incorporate socially conscious screens and explicit guidance on digital assets, including recommendations about custody and concentration limits.
A few features distinguish the firm from many peers: its marketing uses endorsements and client testimonials, a practice that is uncommon among independent advisers; it provides a stand‑alone divorce financial analysis product; and it employs a tiered planning engagement structure that adjusts scope for complexities such as equity compensation, K‑1 income, rental property, or business income rather than using off‑the‑shelf planning packages. The firm also requires clients to custody accounts on its recommended platforms and emphasizes personalized, proprietary allocations rather than third‑party models.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Initial one-time financial planning fee up to $2,500; ongoing financial planning fees fixed monthly ($250 to $1,000/month).
0.75% annually, billed quarterly at 0.1875% of AUM in advance
$200 per hour for project-based financial planning
Account minimum: $25,000 to open or maintain an account under management, with possible reductions or waivers on a case-by-case basis Fee-only: Ongoing financial planning fees range from $250 to $1,000 per month ($3,000 to $12,000 per year) plus an initial one-time fee up to $2,500. Project-based financial planning charged at $200/hour.
Main office
Bluffdale UT
Advisors at this office
1
Most active in
Texas · Utah
Also doing business as
Money Illustrated Advisory Services · Money Illustrated, 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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