Money Consultants Advisory, Inc.

Overview

Money Consultants Advisory, Inc. operates as an independent registered investment advisor, primarily focusing on individual and family clients. The firm is structured as a corporation and provides a range of financial services, including financial planning and portfolio management for individuals and small businesses. While the firm does not actively engage in ESG investing, it has established itself as a reliable partner for clients seeking tailored financial solutions. The firm’s fee structure includes a combination of percentage-based fees on assets under management, hourly charges, and fixed fees, allowing for flexibility based on client needs. Additionally, Money Consultants Advisory, Inc. has a background in accounting, which complements its advisory activities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices