The Money and Values Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
The Money and Values Group provides discretionary portfolio management and financial planning and consulting primarily for individual clients. The firm also conducts educational seminars and workshops for the public and offers consultative sessions focused on specific topics.
The firm’s investment approach is tailored to clients’ goals, time horizons and risk tolerance and employs fundamental analysis, model portfolios accessed through a third‑party model marketplace, and the use of third‑party money managers that MVG may select and oversee. Financial planning and consulting are offered on a project basis, including engagements billed hourly, and seminars are offered for a fixed fee; plans are typically delivered within thirty days contingent on client documentation.
What is distinctive about the firm is the combination of individualized portfolio management with direct financial planning, a public education program, and formal authority to appoint other advisors to manage client accounts—features that are uncommon for firms in this regulatory category. The firm also maintains an affiliated insurance business and may receive customary insurance compensation; this potential conflict is disclosed and governed by the firm’s procedures and fiduciary obligations, and the firm does not serve as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
$0 - $600,000: 1.25% annually $600,000.01 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.75% annually $2,000,000.01 - $5,000,000: 0.65% annually $5,000,000.01+: 0.50% annually
$250 per hour for financial consultation services
Account minimum: $200,000
Main office location
The Money and Values Group
3623 Crossings Drive, Suite 350
Prescott AZ 86305, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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