MORE THAN YOUR MONEY, INC.

Overview

More Than Your Money, Inc. operates as a small advisory corporation focused on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients on an hourly and fixed-fee basis rather than asset-based fees, suggesting a planning-first engagement model or project-based relationships rather than scaled AUM billing. It does not position itself as an ESG investor, is not a multi-state adviser, and is not structured as a capital allocator. Ownership is listed as individual, and the firm is classified in records as unclassified. Service activity centers on personalized planning and portfolio construction for private clients and small business owners. Given the fee model and stated advisory activities, the firm appears to emphasize direct client advice and plan implementation rather than running pooled investment products.

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Location & Offices