Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$68,608,047
Clients
153
Advisors
3
across 2 offices
About
Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities, managing approximately $69.65 million for about 153 clients through a three-advisor team. Services include discretionary and non-discretionary portfolio management, financial planning and consulting, and tax-related services, with advisory fees charged on an asset‑under‑management basis.
The firm generally emphasizes a long-term investment approach, constructing portfolios using mutual funds, ETFs and, where appropriate, individual stocks, bonds and options for hedging or tactical exposure; it works with each client to establish an investment policy, asset allocation and any account restrictions. Portfolio monitoring and rebalancing are performed on an ongoing basis, and the advisor may recommend reallocations for tax harvesting, sector adjustments, or to meet client cash needs.
Distinctive features include an insurance affiliation: a firm principal is a licensed insurance professional who implements insurance recommendations separately and may receive customary commissions (the brochure discloses commissions do not offset advisory fees and that insurance activities consume under 10% of business time), which the firm acknowledges can create potential conflicts of interest. The firm also provides tax preparation services and offers periodic 401(k) plan reviews—sometimes alongside asset‑based management—while stating a practice of reviewing total client fees (adviser and third parties) to avoid exceeding a stated annual threshold.
Client services
Expertise
Fee options
Fixed fees for financial planning services up to $10,000.
$0 - $100,000: 2.5% annually $101,000 - $500,000: 2.0% annually $500,000 - $1,400,000: 1.8% annually $1,500,000 - $5,000,000: 1.3% annually $5,100,000+: 1.0% annually
$200 per hour for financial planning services.
Fee-only: Financial planning services fees range from $200 to $10,000; hourly rate of $200 per hour; fixed fees also offered up to $10,000; minimum fee $200.
Main office
See office7495 W Azure Drive, 110
Las Vegas NV 89130
Advisors at this office
2
Offices (2)
Most active in
California · Nevada
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
Advisors at this firm
Marc A
Series 63, Series 66
Las Vegas, NV
Money Managers, Inc.
Marc Aarons is a financial advisor at Money Managers, Inc. in Las Vegas, NV, with 21 years of industry experience. He has been with Money Managers, Inc. since 2009 and holds Series 63 and Series 66 licenses. Outside of his advisory role, Aarons sells health insurance for individual, family, and small group clients through Blue Cross of California and Kaiser Insurance of California. Money Managers, Inc. serves individual clients, small businesses, and charities primarily in Nevada and California, offering investment management, financial planning, tax preparation, and retirement-account reviews. The firm constructs customized portfolios using mutual funds, ETFs, and other securities, maintaining ongoing client contact and managing accounts through client-designated custodians.
Max A
Series 63, Series 65
Orange, CA
Money Managers, Inc.
Max Abrams is a financial advisor at Money Managers, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles in mortgage and finance companies before joining Money Managers, Inc. Outside of his advisory work, Abrams is involved in real estate brokerage and mortgage funding activities. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm employs a long-term investment approach, utilizing mutual funds, ETFs, and individual securities, and offers portfolio management, financial planning, tax-related services, and 401(k) plan reviews.
Fredrik W
Series 66
Las Vegas, NV
Money Managers, Inc.
Fredrik Whitley is a financial advisor with Money Managers, Inc. in Las Vegas, NV, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Sequoia Ridge Wealth LLC, Centaurus Financial, Valic Financial Advisors, and Waddell & Reed. Money Managers, Inc. provides investment advisory and financial planning services to individuals, small businesses, and charities. The firm manages approximately $69.65 million for about 153 clients through a three-advisor team, focusing on a long-term investment approach using mutual funds, ETFs, and selective individual securities tailored to client needs.
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