The Money Guys
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,433,224
Total clients
14
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$1,245,230
About
The Money Guys, LLC is a state‑registered independent investment adviser that provides discretionary portfolio management and financial planning to a small group of individual and high‑net‑worth clients; as of December 31, 2025 it managed about $17.4 million across roughly 14 accounts. Services include continuous portfolio oversight and the delivery of written financial plans as well as an ongoing comprehensive planning option that provides regular planner access.
The firm’s investment process blends fundamental company analysis with charting/technical methods to build asset‑allocation‑based portfolios and may employ instruments including stocks, bonds, ETFs and options, with supervision aligned to each client’s goals, time horizon and risk tolerance. Financial planning engagements range from standalone written plans to ongoing, quarterly‑retainer comprehensive planning with annual reviews and active monitoring of agreed action steps.
Operational features that distinguish the firm from many peers include a requirement that clients use the adviser’s recommended custodian, a policy of executing trades on an individual account basis rather than aggregating block trades, and a practice of not voting client proxies; clients receive confirmations and custodial statements from their custodian and the firm does not provide separate written account reports for investment management clients. The brochure also discloses that the business depends on the principal’s capabilities and identifies no formal succession plan in the event of the principal’s death or long‑term disability, a material operational risk that is uncommon among similar firms.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Fee options
Comprehensive Financial Planning fee ranges from $100 to $3,000 per quarter, paid quarterly in arrears, based on client assets and complexity
2% annually
Account minimum: $200,000
Main office location
The Money Guys
New Port Richey, FL, United States
Number of offices
1
Most active in
The Money Guys has reported serving >5 clients in these states in the last 12 months.
Florida · 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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