M
Money Strategies, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Fee options
Minimum fee: Fixed fees (specific amounts not disclosed)
Main office location
Money Strategies, Inc.
10775 King St.
Redlands CA 92374, United States
Number of offices
1
Most active in
Money Strategies, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
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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