# Donald Rice

> Donald Rice is a fee-only financial advisor at Money Management Services in Birmingham, Alabama, who holds the CFP credential. Money Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-rice/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Money Management Services
- **Based in:** Birmingham, Alabama
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $442.7M across 1,377 accounts
- **Credentials:** CFP
- **CRD:** 810067 (https://adviserinfo.sec.gov/individual/summary/810067)
- **SEC registration:** Investment adviser representative in AL, TX
- **Exams passed:** Series 63 (1987)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.mmsfamily.com

## Frequently asked questions

### Is Donald Rice a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Money Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Money Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Rice based?

Donald Rice is based in Birmingham, Alabama.

### What credentials does Donald Rice hold?

Donald Rice holds the CFP credential.

### Is Donald Rice registered with the SEC?

Yes. Donald Rice is registered as an investment adviser representative in AL and TX (CRD 810067), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Money Management Services manage?

Money Management Services reports $442.7M across 1,377 accounts in assets under management.

### How do I contact Donald Rice?

Through Donald's website, www.mmsfamily.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/810067): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.