Osprey Money Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
150
0% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
150
Average account size
$0
About
Osprey Money Management, LLC provides written financial planning and helps clients select third‑party investment advisers. Its brochure lists a client base that includes individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities, and states that the firm does not directly manage client assets.
The firm’s process centers on gathering client financial information, defining long‑ and short‑term objectives, and recommending long‑term investment approaches tailored to risk tolerance and time horizon. Financial planning is offered for a fixed fee (the brochure discloses a $100–$1,000 range with a 50% advance payment) and the firm refers clients to third‑party advisers, periodically monitoring those advisers’ performance.
Noteworthy distinctions relative to many peers are that the firm reports no assets under management, does not charge percentage‑of‑AUM or performance‑based fees, does not take custody or investment discretion, and will not generally execute or vote client securities on clients’ behalf. The brochure also discloses that the firm shares in advisory fees paid to recommended third‑party advisers and acknowledges the potential conflict of interest created by those fee‑sharing arrangements.
Client services
Financial planning
Selection of other advisers
Fee options
Fixed fee for financial planning services generally ranging from $100 to $1,000.
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves the right to terminate accounts deemed too small to effectively manage. Minimum fee: Fixed fees for financial planning services generally range between $100 and $1,000, negotiable based on extent of research and plan depth. Fee-only: Fixed fee for financial planning services, ranging from $100 to $1,000, negotiable.
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.
Main office location
Osprey Money Management, LLC
918 S. Washington Avenue
Titusville FL 32780, United States
Number of offices
1
Forms ADV
Quick links
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