Skyler Trawick
Money Management Services · Birmingham, Alabama
Skyler Trawick is a fee-only financial advisor at Money Management Services in Birmingham, Alabama. Money Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Money Management Services |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $442.7M across 1,377 accounts |
| SEC registration | Investment adviser representative in AL · CRD 8213468 |
| Exams passed | Series 65 (2026) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.mmsfamily.com |
How Skyler's firm compares
- Money Management Services's average account is about $321,000, from its Form ADV (assets managed divided by 1,377 accounts).
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Questions about Skyler
Is Skyler Trawick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Skyler 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 Skyler charge for financial advice?
Skyler's firm, Money Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Skyler Trawick based?
Skyler Trawick is based in Birmingham, Alabama.
Is Skyler Trawick registered with the SEC?
Yes. Skyler Trawick is registered as an investment adviser representative in AL (CRD 8213468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Skyler Trawick?
Through Skyler's website, www.mmsfamily.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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