Money Evolution is a wealth planning firm that helps clients create, grow, protect, and distribute their wealth during life and at death. Money Evolution offers financial planning services tailored to individual needs, including retirement, college, major purchases, divorce, insurance, estate, cash flow, wealth accumulation, business succession, tax, investment, and employee benefit reviews. Money Evolution does not offer asset management services but certain Advisory Persons of Money Evolution are dully registered with LPL Financial, an SEC registered investment adviser to offer asset management services under the DBA name Financial Freedom Wealth Management Group, LLC.
Fee Structure
Money Evolution offers an ongoing Premium Access Service for $99 to $299 a month. This includes periodic reviews and updates to WealthVision financial information and wealth management software, occasional reviews of investment strategies, goal settings, and other financial planning topics. This service can be cancelled at any time with 5 days advance notice.
Money Evolution offers fixed one-time financial planning services for a negotiated fee of $299 to $1,899.