Maney Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,400,000
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$4,700,000
About
Maney Wealth is an independent, single‑advisor registered investment adviser that provides portfolio management and standalone financial planning and consulting to high‑net‑worth individuals, trusts, estates, charitable organizations, pension and profit‑sharing plans, and corporations/LLCs. The firm’s planning services include integrated wealth planning, tax‑aware investment analysis, coordination with outside professionals, and access to third‑party estate‑planning platforms.
Advisory portfolios are individualized and continuously monitored, built from stocks, bonds, ETFs, mutual funds and, where appropriate, alternative investments, with rebalancing and cash‑management practices tied to client objectives and time horizons. The firm describes a primarily long‑term, goals‑based approach that employs fundamental, technical and cyclical analysis and generally does not pursue short‑term or high‑frequency trading.
What is distinctive is the firm’s institutional client acceptance — including pension and profit‑sharing plans — which is uncommon for a solo independent adviser, while the firm does not target non‑HNW retail individuals. The adviser is newly registered, manages a very small client base with roughly $9.4 million in regulatory assets under management, and recommends Schwab as the primary custodian, factors that inform its operational model.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Tax-loss harvesting
Wealth management
Charitable giving & philanthropy
Fee options
Financial Planning & Consulting fees charged on a flat fee basis with maximum flat fee not to exceed $50,000.
$0 - $2,000,000: 0.95% $2,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Maximum hourly fee to be charged will not exceed $350; used only in limited circumstances such as one-time consultations or short-term planning.
Account minimum: $10,000 Minimum fee: Minimum annual advisory fee of $10,000 to open and maintain an account for Investment Advisory Services. This minimum may be waived or adjusted at the firm's discretion. Fee-only: Financial Planning & Consulting fees charged on a flat fee basis, maximum flat fee not to exceed $50,000. Hourly fee offered in limited circumstances, maximum hourly fee $350.
Main office location
Maney Wealth
2193 Fillmore St., #63
San Francisco CA 94115, United States
Number of offices
1
Most active in
Maney Wealth 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:
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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.
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