HD MONEY, INC.

Overview

HD Money, Inc. is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is a mix of percentage-of-AUM billing, fixed fees and transactional commissions. HD Money identifies as a single-state adviser (not multi-state), does not position itself as a capital allocator, and is not an active ESG investor. The firm lists industry relationships with another investment adviser and an insurance company, indicating a distribution or product affiliation layer to its service model. It does not report pension consulting, related-adviser status, or large institutional lines of business; its client base is retail and family-oriented.

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