Money Methods, Inc.

Overview

Money Methods, Inc. is an independent, Texas-registered advisory corporation owned by an individual practitioner. The firm positions itself as a fee-based adviser that emphasizes financial planning and the selection of third‑party managers for clients. It describes its role as a capital allocator, serving both individual and family clients as well as institutional accounts. Its fee model includes hourly and fixed-fee arrangements (along with other fee structures), and its stated advisory services focus on financial planning and choosing other advisers rather than acting as a pension consultant. The firm does not identify as an active ESG investor and is not organized as a multi-state adviser.

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Location & Offices