MoneyPro Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MoneyPro Wealth Management provides portfolio management, comprehensive retirement and financial planning, investment portfolio risk analysis, and related advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses. The firm manages roughly $1.8 million in discretionary assets and offers planning engagements on flat‑fee or hourly bases depending on client needs.
Advisory services are tailored to individual goals and risk tolerances, with portfolios constructed from stocks, bonds, ETFs, options, mutual funds and other public and private investments that are continuously monitored and rebalanced. The firm employs multiple analytical approaches — including fundamental and technical analysis, charting and economic‑cycle assessment — and may implement strategies ranging from long‑term holdings to short‑term trading, options and margin, as well as model‑based solutions through third‑party platforms.
Distinctive features include the firm’s role as an insurance producer — selling fixed annuities and life, health, disability and long‑term care insurance and receiving commissions for those sales — and the maintenance of insurance licenses in multiple states. The firm also provides portfolio management for institutional clients (such as pension and profit‑sharing plans), offers complimentary educational seminars and workshops to clients, and discloses a regulatory ruling involving its principal that was settled in March 2024.
Client services
Expertise
Fee options
Comprehensive Retirement Planning flat fees range from $900 to $1,500; Investment Portfolio Risk Analysis fixed fee of $249; negotiated fixed fees possible.
1.00%
Commission compensation from insurance products sold by the firm.
$150 per hour with a minimum of two hours
Main office
2550 Meridian Blvd, Suite 200
Franklin TN 36067
Advisors at this office
1
Most active in
California · Tennessee · Texas
Also doing business as
Bailey Financial Management And Insurance Services · Bailey, Robert Gordon · Moneypro Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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