Money Positive

Overview

Money Positive is an owner-operated advisory practice that positions itself around financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm is registered to operate in California and Texas and reports an ownership structure characterized as an individual proprietor. Fee arrangements include asset-based fees plus hourly and fixed-fee options, along with other billing arrangements. Money Positive identifies as an active ESG investor and incorporates that orientation into how it selects investments and external managers. The business does not function as a capital allocator in the institutional sense; instead, it provides client-facing advisory services and sources external investments for client portfolios. An industry affiliation with an insurance company is listed, which may support insurance-related planning or product distribution alongside its advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices