A complete list of active advisors currently associated with Money Managers, Inc.

Warmer can help you find a great advisor at Money Managers, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Money Managers, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.