Fee-only adviser · Allen, TX
Money Calculus LLC
Money Calculus LLC is a fee-only investment adviser registered with the securities regulator of Texas, with a mailing address in Allen, Texas (its office is a private residence, so the street address is not published). On its latest Form ADV, filed March 13, 2026, it reports $22M in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 331211 |
| Office | Allen, TX (mailing address; office not published) |
| Phone | (945) 910-2800 |
| Website | www.moneycalculus.com |
| Regulatory assets under management | $22M |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 13, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Allen
- Assetbuilder, Inc. $813M
- New Dimensions Wealth Management, L.L.C. $182M
- Act Wealth Management, LLC $569M
- Steadtrust $618M
See all 5 fee-only advisers in Allen →
Nearby
- McKinney 4 firms
- Plano 36 firms
- Frisco 13 firms
- Richardson 7 firms
- Prosper 2 firms
- Carrollton 3 firms
- The Colony 1 firm
- Addison 4 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Money Calculus LLC? Update this listing.