Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Managers, Inc. works with individual and high-net-worth clients as well as small businesses, and also provides pension consulting to employee benefit plans. The firm offers portfolio management, wealth management, and financial planning services, and discloses serving investment company clients in addition to these more common client types.
The firm primarily provides discretionary portfolio management and uses model portfolios designed for different risk tolerances, while also offering non-discretionary arrangements and financial planning on a fixed-fee basis. It sponsors and manages a wrap fee program—where accounts are typically managed more actively—and states that wrap and other program trades must be executed through Charles Schwab & Co.
The brochure notes a long operating history (since 1981) and reports approximately $97.35 million in discretionary assets and $49.27 million in non-discretionary assets under management. Distinctive features compared with many peers include its role as a wrap fee program sponsor and its acceptance of investment company clients, along with affiliated advisors who are registered representatives of a broker-dealer and licensed insurance agents, arrangements the firm discloses can create conflicts of interest.
Client services
Expertise
Fee options
Financial planning services fee ranges from $1,000 to $25,000, negotiable, typically with 50% or $1,200 minimum due in advance.
$1 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Registered representatives receive commissions on sales of securities and insurance products, separate from advisory fees.
Main office
15303 Huebner Rd., Bldg. 10
San Antonio TX 78248
Advisors at this office
3
Most active in
Texas
Also doing business as
Money Managers Inc · Money Managers, Inc · Money Managers, Inc.
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.
Advisors at this firm
Teresa W
CFP®, Series 63, Series 65
San Antonio, TX
Money Managers, Inc.
Teresa White is a CFP®-certified financial advisor with 40 years of experience, currently affiliated with Money Managers Inc. She has worked with LPL Financial LLC and Next Financial Group Inc. Prior to that, she spent over four decades at Money Managers Inc. White is also involved in non-variable insurance through her own agency. Money Managers Inc. serves individuals, small businesses, and investment company clients by providing discretionary portfolio and wealth management, financial planning, and pension consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and active trading strategies, and is notable for sponsoring a wrap fee program and managing accounts for investment companies.
Randall R
Series 63, Series 65
San Antonio, TX
Money Managers, Inc.
Randall Reinagel is a financial advisor with Money Managers Inc in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial and NEXT Financial Group before and during his tenure at Money Managers Inc. Randall also operates a non-variable insurance agency as a side business. Money Managers Inc provides investment advisory services to individuals, small businesses, and investment company clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm manages accounts using model portfolios and a combination of fundamental and technical analysis, and it acts as a wrap fee program sponsor, a role that is uncommon among peer team firms.
Cody H
Series 66
San Antonio, TX
Money Managers, Inc.
Cody Heffron is a financial advisor at Money Managers, Inc. in San Antonio, TX, holding a Series 66 credential with three years of industry experience. He previously worked at NEXT Financial Group Inc. and LPL Financial. Outside of advisory services, he is also active as a non-variable insurance agent. Money Managers, Inc. serves individual and high-net-worth clients, small businesses, and employee benefit plans, offering portfolio management, wealth management, and financial planning. The firm provides primarily discretionary portfolio management using model portfolios tailored to different risk tolerances and sponsors a wrap fee program with actively managed accounts.
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