Money Matters

Money Matters is a fee-only investment adviser registered with the securities regulator of Minnesota, with its main office in Minnetonka, Minnesota. On its latest Form ADV, filed March 31, 2026, it reports $25M in regulatory assets under management, 25 individual clients and 2 employees who give 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: Minnesota
Firm CRD number	121795
Office	12800 Whitewater Drive Suite 100 Minnetonka, MN 55343
Phone	(952) 935-0707
Website	www.money-matters.us
Regulatory assets under management	$25M
Individual clients	12 non-high-net-worth, 13 high-net-worth
Financial planning clients	11-25
How it charges	Percentage of assets
Services	Financial planning, Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 31, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• 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 Minnetonka

• Marks Group Wealth Management, Inc. $2.0B
• Navista Wealth Management, Inc. $710M
• Marquette Wealth Management $1.1B
• Wealth Planning Group LLC $39M
• Twele Capital Management, Inc. $578M
• Duval Investment Group $109M

See all 11 fee-only advisers in Minnetonka →

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