Fee-only adviser · Amarillo, TX
Money Methods, Inc.
Money Methods, Inc. is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Amarillo, Texas. On its latest Form ADV, filed March 29, 2026, it reports 300 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: Texas |
|---|---|
| Firm CRD number | 109298 · SEC file 801-56748 |
| Office | 6001 Belpree RD Amarillo, TX 79106 |
| Phone | (806) 353-8782 |
| Website | www.moneymethods.com |
| Regulatory assets under management | Not reported |
| Individual clients | 294 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Hourly, Fixed fee, Other |
| Services | Financial planning, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 29, 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.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Amarillo
- Adams Wealth Management $14M
- Toro Bravo Investment Advisors, LLC $31M
- Spring Capital Management $223M
- Ask Capital Investment Managers $110M
- Double Seven Wealth Group, LLC $9.3M
- Kitsman Investment Management $11M
See all 7 fee-only advisers in Amarillo →
Nearby
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