Teresa White
Advisor at Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Money Managers, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Money Managers, Inc.
Location
San Antonio, TX 78248
Credentials
CFP®, Series 63, Series 65
Industry experience
40 years
Teresa White is a CFP®-certified financial advisor with 40 years of experience, currently affiliated with Money Managers Inc. She has worked with LPL Financial LLC and Next Financial Group Inc. Prior to that, she spent over four decades at Money Managers Inc. White is also involved in non-variable insurance through her own agency. Money Managers Inc. serves individuals, small businesses, and investment company clients by providing discretionary portfolio and wealth management, financial planning, and pension consulting. The firm uses a combination of fundamental and technical analysis, modern portfolio theory, and active trading strategies, and is notable for sponsoring a wrap fee program and managing accounts for investment companies.
Based on Money Managers, Inc.
$1 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% >$5,000,000+: 0.50%
Registered representatives receive commissions for securities sales; insurance agents receive commissions for insurance products.
Fee-only: Fixed fees for financial planning services generally range between $1,000 and $25,000, with a minimum advance payment of the lesser of 50% or $1,200.
15303 Huebner Rd., Bldg. 10
San Antonio, TX 78248
Texas
LPL Financial
2025 - Present (1 year)
Next Financial Group Inc
2008 - 2025 (17 years)
Money Managers Inc.
1981 - 2025 (44 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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