More Than Your Money, Inc. fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 27, 2026, More Than Your Money, Inc. charges $500 an hour and an annual fee of $6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Hourly Fee MTYM’s hourly rate is $500/hour.”
- Annual fee
- $6,500/yr
“Standard Integrated Engagement Standard Engagements begin at $6,500 per year but vary based upon the complexity of the client’s situation, the composition of the client’s account, and the needs of the client with MTYM.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How More Than Your Money, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing of Fees MTYM charges its ongoing fixed annual fee engagements on a quarterly basis in advance.”
- “Each time the fee is to be debited from the account, MTYM concurrently sends an invoice to the Client notifying Client of the fee being deducted from the account.”
- “Fees for projects of a limited scope are generally billed in full at the time of the initial engagement or half at the time of initial engagement and half on delivery of the services.”
How More Than Your Money, Inc.’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 20 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its annual fee of $6,500 is below the Colorado median of $7,750. 40% of the 57 other Colorado planners that publish an annual fee charge less.
- 2 of the 6 other planners in Colorado Springs that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About More Than Your Money, Inc.
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289058
- Phone
- (719) 722-2135
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.