A complete list of active advisors currently associated with Money Positive
Warmer can help you find a great advisor at Money Positive or one who fits your needs even better.
Money Positive is a member-owned cooperative that serves households (individuals and couples) and small-business clients, offering subscription-based and one-time financial planning alongside tax preparation, small-business bookkeeping, educational workshops, and fractional CFO services. The firm also recently began offering discretionary investment management, though it reports no assets under management at this time. The firm emphasizes passive, index-based portfolio construction and offers socially responsible investing options by recommending prebuilt SRI funds that align with climate and social-justice objectives rather than building custom portfolios. Planning is delivered through a digital platform with live budgeting tools and optional behavioral financial coaching, and the firm executes investment trades under a limited power of attorney with custody provided by a major institutional custodian. What is distinctive is the combination of a cooperative ownership structure and a small advisory team that provides both consumer-focused planning subscriptions and business financial services (bookkeeping, tax filing, fractional CFO), a mix not typical for firms of this size. The brochure also discloses that a licensed insurance agent affiliated with the firm may offer commissionable insurance products, creating a potential conflict of interest the firm discloses to clients.
To learn more about the advisors currently working at Money Positive, 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.
Name |
Location |
Years of experience |
|---|---|---|
Shavano Park, TX
| 0
| |
Austin, TX
| 3
|
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