Money Management Services Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$500/hr

“These fees are negotiable, but generally range from $500 to $10,000 on a fixed fee basis and/or from $50 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Flat or project fee

$500⁠-⁠$10,000

From the same sentence as above.

Monthly fee

$25/mo

“MMS will charge a monthly fee of $25 per account for services related to performance reporting and outside account aggregation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Money Management Services Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The final fee is presented to clients upon completion of the financial planning and/or consulting services, and payable at this time.”
• “Clients given the option to pay via debit/credit card, account debit or direct payment via check or other means.”
• “If assets are deposited into an account after the inception of a quarter, the fee payable with respect to such assets will be prorated based on the number of days remaining in the quarter.”

How Money Management Services Inc’s fees compare

• Its hourly rate of $50-$500 spans the Alabama median of $250. 61% of the 41 other Alabama planners that publish an hourly rate charge less.
• 4 of the 12 other planners in Birmingham that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Alabama median of $5,075. 57% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 3 of the 11 other planners in Birmingham that publish a flat or project fee charge less.

About Money Management Services Inc

• Firm size: 12 employees.
• Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

521

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$442,701,129

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106832

Website

mmsfamily.com (opens in new tab)

Phone

(205) 871-7526

Can advise clients in 7 states: Alabama, Florida, Georgia, Louisiana, Mississippi, Tennessee, Texas

Other planners in Birmingham that publish fees

• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000
• Dreamwork Financial GroupBirmingham$24/mo
• Eversource Wealth Advisors, LLCBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Kassouf Wealth Advisors, LLCBirmingham$100⁠-⁠$440/hr
• Legacy Capital Partners LLCBirmingham$250⁠-⁠$400/hr, $2,500⁠-⁠$10,000

Compare all 30 planners in Birmingham