Money Methods, based in Amarillo, Texas, provides personalized financial planning services and helps clients select third-party money managers. Financial planning involves analyzing a client's financial situation and goals to develop a written plan. Money Methods also monitors the performance of recommended money managers to ensure they align with client objectives.
Assets Under ManagementN/A
Clients302
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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.
One-Time Plan:$100 - $500
Hourly Rate:$100/hr
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