Money Strategies, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Money Strategies, Inc. is a small advisory firm that, according to its Form ADV, offers financial planning services but reported no individual or high‑net‑worth clients and no regulatory assets under management. The firm's ADV indicates it does not provide portfolio management for individual clients.
Instead of continuous portfolio management, the firm describes delivering financial planning and related advisory work and, per its ADV, does not use percentage‑of‑assets‑under‑management billing. The ADV also shows the firm reported zero financial planning clients in its most recent fiscal year, suggesting advice is provided on an occasional or project basis rather than through ongoing managed accounts.
The firm is operated by a single supervised person and reports one employee, a structure that distinguishes it from many supported firms that typically provide discretionary portfolio management and AUM billing. Its ADV also notes the adviser is licensed as an insurance agent, and the combination of a solo practitioner model, no reported individual or HNW clients, and reliance on non‑AUM fee arrangements is uncommon among peers.
Client services
Fee options
Minimum fee: Fixed fees (specific amounts not disclosed)
Main office
10775 King St.
Redlands CA 92374
Advisors at this office
1
Most active in
California · Texas
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.
Forms ADV
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