TheMoneyMD.com, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,570,984
Clients
31
10% high-net worth
Advisors
1
of 2 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
31
TypicalAverage account size
$405,516
About
TheMoneyMD.com, LLC provides investment and wealth management, financial planning, and third‑party manager selection primarily for high‑net‑worth individuals, trusts, and estates. Its services include portfolio construction using mutual funds, ETFs and individual securities, ongoing monitoring, periodic rebalancing, and coordination with clients’ other advisors on estate, tax, charitable and legacy matters.
The firm describes a risk‑first investment approach that emphasizes asset allocation, diversification and managed‑volatility portfolios, blending active and passive strategies and rebalancing based on market views and client objectives. While the firm offers discretionary services in its disclosures, its Form ADV reports that, as of December 31, 2025, all assets under management were maintained on a non‑discretionary basis.
The brochure discloses several features that are atypical for firms of this size: an affiliated insurance agency whose products may be sold by the firm’s investment adviser representatives (with related commissions), participation in a paid online lead‑matching program, and promotional activity by a firm principal (including authoring a book) with all firm advertising reviewed and retained by the chief compliance officer. The filing also notes the firm provides performance/position summary reports and includes performance disclaimers in its materials, a combination of advertising practices and affiliated insurance activity that is less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Income planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Up to 1.00% annually, maximum annual advisory fee; fees may vary based on size, complexity, activity, or negotiated
Account minimum: $2,000,000.00 (may accept less at sole discretion)
Most active in
TheMoneyMD.com, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Florida · Montana · South Dakota · 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.
-
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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