Money Management Services Inc logo

Money Management Services Inc

Updated today

Client AUM

$442,271,326

Clients

521

Advisors

5

of 12 employees

About

Money Management Services, Inc. provides financial planning, consulting and investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services described in the brochure include comprehensive financial planning, discretionary and non‑discretionary portfolio management across mutual funds, ETFs, individual securities and private placements for accredited investors, as well as tax return preparation and estate settlement services.

The firm describes a fundamental analysis framework combined with a tactical asset allocation approach implemented through client‑specific investment policy statements, core/satellite models and periodic rebalancing; an investment committee meets quarterly to review holdings. MMS also offers a lower‑touch Investment Access Program for smaller accounts and provides non‑personalized educational seminars addressing employee participation in employer‑sponsored retirement plans.

Noteworthy disclosures in the brochure include a corporate affiliation with National Advisory Holdings, Inc. and its federally chartered trust company, National Advisors Trust Services, and the firm’s practice of recommending those affiliated trust services on a fully disclosed basis. The brochure also highlights the firm’s practice of producing supplemental account and performance reports for clients and offering additional operational services beyond typical portfolio management, which the firm discloses as potential sources of conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Investment consulting

Expertise

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy

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Fee options

Fixed

Fixed fees for financial planning, bill paying, estate planning, and consulting services generally range from $500 to $10,000, negotiable

Percentage

$0 - $100,000: Fixed supervisory fee (amount not specified) under MMS Investment Access Program $100,000 - .: 0.25% to 1.00% annually for standard wealth management services $100,000 - .: 0.50% to 2.00% annually for stand-alone, active investment management of individual stock portfolios

Project-based

$50 to $500 per hour for financial planning and consulting services

Other

Account minimum: $5,000 Minimum fee: $1,250 per quarter or $5,000 per annum (may be waived at firm's discretion) Fee-only: Financial planning and consulting fees: Fixed fees generally $500 to $10,000; hourly rates $50 to $500 per hour, negotiable

Main office

3410 Independence Drive

Birmingham AL 35209-5604

Advisors at this office

5

Most active in

Alabama · Florida · Georgia · Louisiana · Mississippi · Tennessee · Texas

Also doing business as

Money Management Services Inc · Money Management Services, Inc.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew R

Series 66

Birmingham, AL

Money Management Services Inc

Andrew Rice is a financial advisor at Money Management Services, Inc. in Birmingham, AL, with 20 years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors, Inc. since 2005. Outside of his advisory role, Rice operates small sole proprietorships related to farm and animal product sales and is involved in a network marketing business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach with a core-and-satellite strategy, tailoring portfolios to client risk tolerances and time horizons.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Audrea R

Series 66

Birmingham, AL

Money Management Services Inc

Audrea Robbins is a financial advisor with Money Management Services Inc in Birmingham, AL, holding a Series 66 designation and 20 years of industry experience. She has been associated with both Money Management Services, Inc. and Triad Advisors, Inc. since the late 1990s and early 2000s. Outside of her advisory role, Robbins is a director and officer of The Rice Group, Inc., an insurance business, and co-owns Trawick Marketing, which provides phone, cell phone, and internet sales services; she also operates a home-based art photography business. Money Management Services, Inc. offers financial planning, consulting, and investment management to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, utilizing a core-and-satellite strategy across various asset classes and provides additional services such as tax preparation, estate planning, and bill-paying under separate agreements.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

David W

Series 65

Birmingham, AL

Money Management Services Inc

David Wiggins Jr. is a financial advisor with Money Management Services Inc in Birmingham, AL. He holds a Series 65 designation and has six years of industry experience. Prior to joining Money Management Services, he worked for Bryant Bank for one year. Money Management Services Inc provides financial planning, consulting, and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a fundamental analysis framework combined with tactical asset allocation, implementing client-specific investment policies and periodic rebalancing.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Donald R

CFP®, Series 63

Birmingham, AL

Money Management Services Inc

Donald Rice is a CFP® with 20 years of industry experience, currently serving at Money Management Services, Inc. and Triad Advisors, Inc. He has been with Money Management Services, Inc. since 1992 and with Triad Advisors since 2001. Outside of financial advising, he operates a farming and contractor grading business. Money Management Services, Inc. provides financial planning, consulting, and investment management to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, tailoring portfolios to client risk tolerances and offering additional services such as tax preparation and estate planning.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
user avatar

Skyler T

Series 65

Birmingham, AL

Money Management Services Inc

Skyler Trawick is a financial advisor at Money Management Services Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining the firm, he worked at the University of Alabama Birmingham and Corner High School. Outside of his advisory role, he is involved with Rice Family Farms LLC. Money Management Services Inc. provides financial planning, consulting, and investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a fundamental analysis and tactical asset-allocation approach, offering customized portfolios and additional services such as tax preparation and estate planning.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy
View complete list of advisors at this firm
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