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Money Positive

Updated today

Client assets under management

$0

Clients

28

0% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

14

Very Low

Average account size

$0

About

Money Positive is a member-owned cooperative that serves households (individuals and couples) and small-business clients, offering subscription-based and one-time financial planning alongside tax preparation, small-business bookkeeping, educational workshops, and fractional CFO services. The firm also recently began offering discretionary investment management, though it reports no assets under management at this time.

The firm emphasizes passive, index-based portfolio construction and offers socially responsible investing options by recommending prebuilt SRI funds that align with climate and social-justice objectives rather than building custom portfolios. Planning is delivered through a digital platform with live budgeting tools and optional behavioral financial coaching, and the firm executes investment trades under a limited power of attorney with custody provided by a major institutional custodian.

What is distinctive is the combination of a cooperative ownership structure and a small advisory team that provides both consumer-focused planning subscriptions and business financial services (bookkeeping, tax filing, fractional CFO), a mix not typical for firms of this size. The brochure also discloses that a licensed insurance agent affiliated with the firm may offer commissionable insurance products, creating a potential conflict of interest the firm discloses to clients.

Client services

Financial planning

Expertise

Cash flow / budgeting Debt management Retirement income strategy ESG / Sustainable investing

Occupation focus

Founder/Business Owner

Demographic focus

Dual Income Family

Fee options

Percentage

1% annual, billed monthly in advance

Commissions

Insurance products sold by Christopher Hufana with commissions paid to him and partially to Money Positive

Project-based

Small business bookkeeping and accounting: $85/hour; Tax and accounting support: $85/hour; Fractional CFO services: $350/hour or custom pricing

Subscriptions

Financial planning subscription: $199/month, paid monthly in advance

Other

Fee-only: Financial planning subscription: $199/month; One-time financial plan: $1795

Main office location

Money Positive

5900 Balcones Dr., Ste. 25642

Austin TX 78731, United States

Number of offices

2

Most active in

California · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Christopher H

Series 66

Austin, TX

Money Positive

Christopher Hufana is a financial advisor at Money Positive in Austin, TX, holding a Series 66 designation with three years of industry experience. His background includes roles at Citigroup Global Markets Inc., J.P. Morgan Securities, and The Boeing Company, as well as eight years of service in the U.S. Army. He has been involved with the Barkada Fund and the Start.Coop Consultant Network. Money Positive Cooperative serves individuals and couples with financial planning and expanding investment management services, alongside small-business bookkeeping, tax preparation, fractional CFO support, and educational workshops. The firm employs a passive investment approach using index funds and ETFs, offers ESG/SRI options through prebuilt socially responsible funds, and operates as a member-owned cooperative integrating multiple financial services uncommon in small advisory practices.

Cash flow / budgeting Debt management Retirement income strategy ESG / Sustainable investing Founder/Business Owner Dual Income Family
user avatar

Amanda D

Series 65

Shavano Park, TX

Money Positive

Amanda Dunn is a financial advisor at Money Positive with a Series 65 credential and one year of industry experience. She is also the owner of Keys to Inclusion, LLC, an educational tutoring business she has managed since 2017. Money Positive Cooperative serves individuals and couples by providing financial planning, bookkeeping, tax preparation, fractional CFO support, and educational workshops through a subscription model. The firm employs a passive investment approach focused on index funds and ETFs, including socially responsible options, and integrates multiple financial services in a cooperative, member-owned structure.

Cash flow / budgeting Debt management Retirement income strategy ESG / Sustainable investing Founder/Business Owner Dual Income Family
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