The Money Guys

Overview

The Money Guys is a small, independent registered investment adviser structured as an LLC and run by an individual owner. The firm focuses on financial planning and discretionary portfolio management for individuals and small-business owners. Investment activity is heavily equity-driven: the firm prefers exchange-traded equities (both ETFs and listed stocks) as its primary building blocks rather than fixed income or cash-heavy allocations. Fee arrangements combine a percentage of assets under management with the option for fixed fees, reflecting a flexible pricing approach for different client engagements. The advisory offering targets individual and family clients rather than institutional or pension business. The Money Guys is not positioned as an ESG-focused manager and does not report multi-state advisory registration activity. Given its size and client count, the firm operates like a boutique adviser that delivers hands-on portfolio management and planning rather than large-scale institutional asset allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices