MoneyPro Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,807,082
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$258,155
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Life insurance needs analysis
Long-term care insurance
Disability insurance
Cash flow / budgeting
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 location
MoneyPro Wealth Management, LLC
2550 Meridian Blvd, Suite 200
Franklin TN 36067, United States
Number of offices
1
Most active in
MoneyPro Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Tennessee · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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