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Money Methods, Inc.

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Client assets under management

$0

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Clients

300

2% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

150

Very High

Average account size

$0

About

Money Methods provides personalized financial planning and consultative services to individuals, trusts, pension and profit‑sharing plans, charitable organizations, and business entities. The firm delivers written financial plans and offers selection of third‑party money managers rather than providing regular, continuous portfolio management or executing trades on client accounts.

In its planning work Money Methods uses financial planning software and applies methods such as fundamental analysis and modern portfolio theory, with an emphasis on long‑term purchase strategies and discussion of tax considerations (although tax efficiency is not its primary objective). When ongoing investment management is required, the firm recommends and periodically monitors outside money managers instead of managing client assets on a discretionary basis.

Compared with many peers, Money Methods is distinctive in that it does not take custody of or directly manage client assets and instead shares in advisory fees paid to recommended third‑party managers, a referral arrangement the brochure identifies as a potential conflict of interest. The firm also discloses that its advisers are separately licensed insurance agents who may receive commissions for insurance products, which creates an additional conflict that clients are asked to consider.

Client services

Financial planning Selection of other advisers

Expertise

General retirement planning Wealth management

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Fee options

Fixed

Flat fee ranging from $100-$500 for financial planning services, depending on scope and complexity

Commissions

Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees

Project-based

Hourly fee of $100 for financial planning services

Other

Fee-only: Hourly fee of $100; flat fee ranging from $100-$500 for financial planning services

Main office location

Money Methods, Inc.

6001 Belpree Rd

Amarillo TX 79106, United States

Number of offices

1

Most active in

More info

Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 806-353-8782

Advisors at this firm

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Matthew A

Series 63

Amarillo, TX

Money Methods, Inc.

Matthew Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding a Series 63 license and 27 years of industry experience. He has been with ACM Money Methods, doing business as Money Methods, since 1996 and serves as Vice President of the general partner. In addition to his advisory role, he is licensed in life and health insurance and dedicates part of his time to that area. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm focuses on planning and manager selection without discretionary portfolio management, drawing on fundamental analysis, modern portfolio theory, and long-term purchase strategies.

General retirement planning Wealth management
user avatar

Charlotte A

Series 63, Series 65

Amarillo, TX

Money Methods, Inc.

Charlotte Adams is a financial advisor with Money Methods, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Money Methods since 1985 and serves as CEO and president of ACM Money Methods Ltd. Outside of her advisory work, Adams is a volunteer board member of the High Plains Children's Home Endowment Foundation. Money Methods serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing personalized financial planning and recommending third-party money managers. The firm emphasizes planning and manager selection without discretionary portfolio management, using fundamental analysis and modern portfolio theory in its advice.

General retirement planning Wealth management
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