TheMoneyMD.com, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TheMoneyMD.com, LLC provides investment management, financial planning, and third‑party manager selection primarily for high‑net‑worth individuals, trusts, and estates, typically accepting accounts at or above its stated $2 million minimum; the firm reports about $11.76 million in AUM across roughly 33 client relationships. Services include percentage‑of‑AUM portfolio management for individual accounts, ongoing financial planning (estate, tax, cash flow, charitable and legacy planning), and advice on employer retirement plan assets and non‑custodial products such as variable annuities.
The firm describes a risk‑first, managed‑volatility approach that uses asset allocation, diversification, and a mix of ETFs, mutual funds, and individual securities, with quarterly reviews and rebalancing informed by market views and client objectives. It also evaluates and recommends third‑party managers for clients, serves as the conduit between clients and managers, and currently reports that its assets under management are non‑discretionary, with clients retaining final authority over trades and manager selection.
Noteworthy differences from many peers include an affiliation with an insurance agency (Family Legacy Planning, LLC) and licensed insurance activity by its advisory personnel, who may receive commissions for insurance and annuity sales — a disclosed conflict of interest. The firm also discloses that it advertises performance results and uses endorsements in its marketing, practices that are uncommon among independent, solo‑advisor firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees paid for participation in online matching lead program; amount varies based on portfolio size.
Up to 1.00% annually (maximum fee) with fees potentially varying based on account size, complexity, and other factors; fees may be negotiated.
May receive commissions from insurance products via affiliated insurance agency; separate from advisory fees.
Account minimum: $2,000,000.00 (may accept less at sole discretion) Fee-only: Investment management fees are charged as a percentage of assets under management.
Main office
Peoria AZ
Advisors at this office
1
Most active in
Arizona · Florida · Montana · South Dakota · 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 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
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