A complete list of active advisors currently associated with TheMoneyMD.com, LLC
Warmer can help you find a great advisor at TheMoneyMD.com, LLC or one who fits your needs even better.
TheMoneyMD.com, LLC provides investment and wealth management, financial planning, and third‑party manager selection primarily for high‑net‑worth individuals, trusts, and estates. Its services include portfolio construction using mutual funds, ETFs and individual securities, ongoing monitoring, periodic rebalancing, and coordination with clients’ other advisors on estate, tax, charitable and legacy matters. The firm describes a risk‑first investment approach that emphasizes asset allocation, diversification and managed‑volatility portfolios, blending active and passive strategies and rebalancing based on market views and client objectives. While the firm offers discretionary services in its disclosures, its Form ADV reports that, as of December 31, 2025, all assets under management were maintained on a non‑discretionary basis. The brochure discloses several features that are atypical for firms of this size: an affiliated insurance agency whose products may be sold by the firm’s investment adviser representatives (with related commissions), participation in a paid online lead‑matching program, and promotional activity by a firm principal (including authoring a book) with all firm advertising reviewed and retained by the chief compliance officer. The filing also notes the firm provides performance/position summary reports and includes performance disclaimers in its materials, a combination of advertising practices and affiliated insurance activity that is less common among peers.
To learn more about the advisors currently working at TheMoneyMD.com, 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 |
|---|---|---|
Box Elder, SD
| 25
|
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