A complete list of active advisors currently associated with Monies Wealth LLC
Warmer can help you find a great advisor at Monies Wealth LLC or one who fits your needs even better.
Monies Wealth is a fee‑based registered investment adviser that provides personalized investment management, financial planning and limited‑scope consulting to individuals, families and high‑net‑worth clients. Services disclosed in the brochure include portfolio construction and monitoring, retirement and estate planning, special‑needs planning, divorce financial planning, deferred executive compensation reviews, and targeted consulting on discrete issues. The firm follows a structured, one‑on‑one discovery process to document financial circumstances and risk tolerance, then constructs diversified portfolios using fundamental, technical and cyclical analysis and conducts at least quarterly reviews. It typically delivers advisory services under asset‑based arrangements and custodial relationships that facilitate trade execution and reporting, while offering hourly planning and recommending alternative investments only for appropriately qualified clients. Monies Wealth is small in scale—managing roughly $1.0 million for a handful of clients—and the principal’s background combines academic credentials with specialist consulting, including a Ph.D. in economics, forensic‑economics expert witness work, §280G valuation consulting, and service on a county appraisal review board. Uncommonly for an independent RIA, certain firm officers are licensed insurance agents and may receive commissions on recommended insurance and annuity products; the brochure discloses this potential conflict and states clients are under no obligation to purchase insurance through the firm.
To learn more about the advisors currently working at Monies Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Austin, TX
| 4
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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