Money Evolution
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Money Evolution is a state-registered investment adviser that offers comprehensive financial planning, hourly consulting and retirement-plan consulting to individuals, high-net-worth families and pension plan clients. The firm provides access to WealthVision financial software and can coordinate implementation through third-party custodians or through advisory persons who are separately registered to provide asset management or brokerage services.
The firm describes a planning-based approach that combines fundamental and technical analysis and covers retirement, tax, estate, cash-flow, education and business succession planning. Services are delivered on a modular basis — including hourly consultations, one-time fixed-fee plans and a recurring Premium Access subscription — and the firm does not take custody of client assets or exercise discretionary trading authority.
Noteworthy differences from many peers include its fee model: Money Evolution discloses negotiated hourly rates (listed at $99–$249), fixed planning fees and a monthly subscription instead of a standard percentage-of-assets-under-management fee. The firm is a small, single-practitioner operation that also discloses ancillary revenue sources (including YouTube click revenue) and that some advisory persons may implement recommendations in separate capacities, which can create implementation and conflict-of-interest considerations for clients.
Client services
Financial planning
Expertise
General retirement planning
Business succession planning
Cash flow / budgeting
Fee options
Fixed one-time financial planning fee ranges from $299 to $1,899
Commissions on investment products purchased through LPL Financial; 12b-1 trailing commissions for mutual fund purchases; Insurance commissions
Hourly consulting fee ranges from $99 to $249
Ongoing Premium Access Service from $99 to $299 per month
Fee-only: Hourly consulting fee ranges from $99 to $249; Fixed one-time financial planning fee ranges from $299 to $1,899; Ongoing Premium Access Service fee ranges from $99 to $299 per month
Main office location
Money Evolution
21 East Long Lake Road, Suite 104
Bloomfield Hills MI 48304, United States
Number of offices
1
Most active in
Money Evolution has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
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.
Forms ADV
Quick links
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