Money Methods, Inc. fees and pricing
Financial planner in Amarillo, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Money Methods, Inc. charges $100 an hour and a flat or project fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“We charge an hourly fee of $100 or a flat fee ranging from $100-$500 for financial planning services.”
- Flat or project fee
- $100-$500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Money Methods, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee you pay to the MM is established and payable in accordance with the brochure provided by the MM to whom you are referred.”
- “These fees may or may not be negotiable.”
- “You should review each MM's brochure for specific information on how you may terminate your advisory relationship with the MM and how you may receive a refund, if applicable.”
How Money Methods, Inc.’s fees compare
- Its hourly rate of $100 is below the Texas median of $275. None of the 468 other Texas planners that publish an hourly rate charge less.
- Its flat or project fee of $100-$500 is below the Texas median of $3,850. 1% of the 401 other Texas planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Money Methods, Inc.
- Firm size: 2 employees.
- Registered as an adviser: 1985 (41 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 300
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109298
- Phone
- (806) 353-8782
Other planners in Amarillo that publish fees
- Blue Horizon Investments LLCAmarillo$250/hr
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.