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Money Methods Inc (Amarillo)


Money Methods Inc is a large advisory firm based in Amarillo. It manages $35 million of regulatory assets for 390 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Montana and Nebraska.

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Money Methods provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Money Methods: assets under management

The assets under management (AUM) of Money Methods Inc is $35 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $89.74 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Money Methods Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Amarillo

The principal office where Money Methods Inc performs its advisory services is located at 6001 Belpree Rd, Amarillo, TX 79106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-353-8782 or by fax 806-353-8788. The normal business hours are 9:00 am. to 5:00 pm. on Monday - Friday. You can find more information about the New York firm at www.moneymethods.com.


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