THE MONEY AND VALUES GROUP

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
PRESCOTT, Arizona
CRD number
340171
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

The Money And Values Group operates as a privately held limited liability company under individual ownership. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by manager selection and investor education through seminars and workshops. The firm is identified as a capital allocator and lists an affiliation with an insurance company, which may shape product access or distribution relationships. Fee arrangements are mixed: the firm will charge based on a percentage of assets under management as well as offer hourly and fixed-fee engagement options. According to the dataset the firm does not position itself as an active ESG investor. It is not flagged as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Brian Scott

    Financial AdvisorCRD 6667223

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PRESCOTT, AZ

YAVAPAI

Location

PRESCOTT, AZ

Headquartered in PRESCOTT, AZ, in the West of the United States.

Region
West
County
YAVAPAI
Address
3623 Crossings Dr
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth