Charlotte Adams
Charlotte Adams is a registered investment advisor at Money Methods, INC., based in Amarillo, TX, with 40 years of industry experience. Charlotte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 302 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Money Methods charges either an hourly fee of $100 or a flat fee ranging from $100 to $500 for financial planning services. The flat fee depends on the scope and complexity of the plan, your situation, and your financial objectives.
Location
6001 Belpree, Amarillo, TX, 79106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charlotte is the CEO/President of ACM Money Methods LTD (DBA Money Methods), a fee-based RIA, dedicating about a quarter of her time to this role. She also sells fixed insurance products, including life, annuities, and long-term care insurance, spending about 10% of her time on this activity. Finally, Charlotte volunteers as a board member for High Plains Children's Home Endowment Foundation, attending two meetings per year.
Employment History
Current Registrations
Money Methods, INC.
Previous Registrations
Argentus Advisors, LLC
Intersecurities, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.