Money Positive fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,795

“A onetime financial plan is also available for $1795, paid in advance, per individual/household.”

Monthly fee

$199/mo

“Our subscription service is $199 per month, paid monthly in advance, per individual/couple.”

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

How Money Positive bills

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

• “Investment management fees are paid in advance on a monthly basis, at the beginning of each calendar month, and will be deducted from client accounts.”
• “Fees for the initial month are prorated to the end of the month and are due upon execution of the advisory agreement.”
• “If a client terminates the relationship with Money Positive mid-month, fees will be prorated based upon the number of the days the account was managed in the final billing period, and any unearned fees will be returned to the client.”

How Money Positive’s fees compare

• Its flat or project fee of $1,795 is below the Texas median of $3,850. 20% of the 401 other Texas planners that publish a flat or project fee charge less.

About Money Positive

• Firm size: 5 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Cash flow and budgeting

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

1% a year

Employees

5

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

218518

Website

instagram.com/money.positive (opens in new tab)

Phone

(206) 930-4151

Can advise clients in 2 states: California, Texas

Other planners in Shavano Park that publish fees

• American Market Advisors, Inc.Shavano Park$400/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

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