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

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

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.

To learn more about the advisors currently working at Money Strategies, 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.