MoneyPro Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,807,082
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$258,155
About
The firm provides investment advisory and financial planning services to individuals as well as a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and businesses. Service offerings in the brochure include discretionary portfolio management, comprehensive retirement planning, investment portfolio risk analysis, and standalone or hourly financial planning engagements.
Investment strategies are tailored to each client and may include individual stocks, bonds, ETFs, mutual funds, options and other public and private investments, with portfolios continuously monitored and rebalanced as needed. The firm uses multiple methods of analysis (fundamental, technical, charting and economic cycles), may implement short‑ and long‑term trading, margin and option strategies, and leverages custodial platforms and third‑party model portfolios and tax‑management tools to implement advice.
What distinguishes the firm from many peers is its combination of advisory services with active insurance distribution—selling fixed annuities and life, health, disability and long‑term care insurance for commission—and its explicit provision of portfolio management for institutional clients, both of which are less common among independent advisors. The firm also offers complimentary educational seminars and workshops to clients, operates at a modest scale (roughly $1.7 million in regulatory assets under management), and conducts advisor‑led quarterly reporting and plan reviews.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Annuities
Long-term care insurance
Retirement income strategy
Cash flow / budgeting
Fee options
Comprehensive Retirement Planning flat fees range from $900 to $1,500; Investment Portfolio Risk Analysis fixed fee of $249; negotiated fixed fees for other financial services
1.00% annually
Commissions received from selling fixed annuities, life, health, disability, and long-term care insurance products
$150 per hour with a minimum of two hours
Main office location
MoneyPro Wealth Management, LLC
2550 Meridian Blvd, Suite 200
Franklin TN 36067, United States
Number of offices
1
Most active in
MoneyPro Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Tennessee · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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