M
My Money MGR
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,000,000
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
$1,142,857
About
My Money Mgr LLC provides discretionary investment management and project-based financial planning to individual and high‑net‑worth clients. Services include ongoing portfolio supervision and written financial plans that address areas such as business planning, employee benefits optimization, estate planning, tax considerations, insurance, and retirement distribution strategies.
The firm’s investment process emphasizes asset allocation and a mix of passive and active fund selections, with security selection informed by fundamental analysis as well as technical and charting methods; mutual fund/ETF analysis and smart/strategic‑beta factors are used when assembling portfolios. Portfolios are typically managed on a discretionary basis, reviewed quarterly, and custody and trade execution are handled through institutional custodial platforms that provide research and operational support.
Compared with many peers, the firm manages a very small number of client relationships (seven) and modest assets under management while operating as a single‑advisor practice that maintains two office locations. It operates on a fee‑only basis, offers limited‑scope, project‑based planning engagements (hourly), and explicitly includes business‑owner and employee‑benefits consulting as part of its planning services.
Client services
Portfolio management
Expertise
Business ownership considerations
Occupation focus
Retired
Fee options
$0 - $1,000,000: 1.00% $1,000,001+: 0.90%
$100 - $200 per hour for project-based financial planning
Fee-only: Fee-only firm; compensated solely by clients for services
Main office location
My Money MGR
Newport Beach CA, United States
Number of offices
2
Most active in
My Money MGR has reported serving >5 clients in these states in the last 12 months.
California
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.
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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
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