Osprey Money Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Osprey Money Management, LLC provides written financial planning and helps clients select third‑party investment advisers. Its brochure lists a client base that includes individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, and states that the firm does not directly manage client assets.
The firm’s process centers on gathering client financial information, defining long‑ and short‑term objectives, and recommending long‑term investment approaches tailored to risk tolerance and time horizon. Financial planning is offered for a fixed fee (the brochure discloses a $100–$1,000 range with a 50% advance payment) and the firm refers clients to third‑party advisers, periodically monitoring those advisers’ performance.
Noteworthy distinctions relative to many peers are that the firm reports no assets under management, does not charge percentage‑of‑AUM or performance‑based fees, does not take custody or investment discretion, and will not generally execute or vote client securities on clients’ behalf. The brochure also discloses that the firm shares in advisory fees paid to recommended third‑party advisers and acknowledges the potential conflict of interest created by those fee‑sharing arrangements.
Client services
Expertise
Fee options
Fixed fee for financial planning services generally ranging from $100 to $1,000.
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts deemed too small to effectively manage. Minimum fee: Fixed fees for financial planning services generally range between $100 and $1,000, negotiable based on extent of research and plan depth. Fee-only: Fixed fee for financial planning services, ranging from $100 to $1,000, negotiable.
Main office
918 S. Washington Avenue
Titusville FL 32780
Advisors at this office
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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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