MoneyGrow.com®
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,828,484
Clients
27
11% 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
27
TypicalAverage account size
$475,129
About
The firm advises individuals, multi-generation families, trusts, estates, corporations and other entities on comprehensive financial planning, portfolio management, and consulting needs. Services include managed accounts (discretionary or non‑discretionary), planning across retirement, tax, estate and charitable issues, and family-office style support for clients facing lump‑sum events or intergenerational wealth transfers.
Investment decisions are guided by the firm’s proprietary CFS Price Cycle forecasting and a sector‑rotation strategy that emphasizes ETFs, selective individual securities, and generally quarterly rebalancing rather than frequent trading. The firm combines technical and fundamental analysis, avoids leveraged or inverse ETFs, and provides regular performance oversight through quarterly reviews and a 24/7 client portal.
The firm issues frequent newsletters and occasional videos to communicate market views and forecasts—a communications practice that is uncommon among solo independent advisers. As a long‑established, fee‑only registered advisory practice with a small client base and several family‑office engagements, it blends personalized ongoing oversight with its mission‑based, long‑term investment perspective; the adviser team holds insurance licenses for research and client support but does not sell commissionable products.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Youtube content for sharing relevant info
Youtube content for sharing relevant info
Expertise
Charitable giving & philanthropy
Wealth management
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Intergenerational Families
Dual Income Family
Fee options
Financial planning services offered as fixed fees or packages, e.g., Package Basis $750 for Lifetime Cash Flow Analysis & Report, Estate & Gift Tax Liability Analysis, Investment Portfolio Evaluations.
$0 - $500,000: 2.00% $500,001 - $750,000: 1.75% $750,001 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $7,500,000: 0.75% $7,500,001+: Negotiable
Planning Services, including Quarterly Comprehensive Reviews: $275 per session (one-hour flat fee); Para-Planning Services: $150 per hour
Fee-only: Fee-only advisor; no commissions received for securities transactions.
Most active in
MoneyGrow.com® has reported serving >5 clients in these states in the last 12 months.
Colorado · Georgia · 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
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