Mears Money Management

Overview

Mears Money Management is an independent, individually owned registered investment adviser that serves individuals and families. The firm functions as a capital allocator and provides a mix of financial planning and portfolio management for individuals and small businesses. Its advisory services include selection of other advisers and educational seminars or workshops, alongside traditional portfolio oversight. Fee arrangements are a mix of percentage of assets under management, fixed fees and other fee structures. Investment activity is concentrated in public funds and mutual funds, and the firm reports active management through separately managed account vehicles. Mears Money Management is not flagged as an active ESG investor and does not position itself primarily as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices