Money Strategies, Inc. fees and pricing
Financial planner in Redlands, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Money Strategies, Inc. charges a flat or project fee of $5,000-$245,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000-$245,000
“The negotiated fixed rate for creating client financial plans is between $5,000 and $245,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Money Strategies, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Once the total fee has been agreed upon, a payment of the full amount shall be due and payable upon signing of the financial planning agreement.”
- “No fee shall be paid more than six months in advance.”
- “Clients may terminate the agreement without penalty, for full refund of MSI’s fees, within five business days of signing the Financial Planning Agreement.”
How Money Strategies, Inc.’s fees compare
- Its flat or project fee of $5,000-$245,000 is above the California median of $5,000. 100% of the 796 other California planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Redlands 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 Strategies, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 3
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310763
- Phone
- (909) 335-6810
Other planners in Redlands that publish fees
- Diligent Investors, LLCRedlands$250/hr, $5,000
- Pakha Investment AdvisoryRedlands$300/hr, $250-$1,450
- Retirement Wealth Group, IncRedlands$150-$300/hr
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$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Is something on this page wrong or out of date?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.