Firm
Money Management Services
Birmingham, Alabama
Fee-only
Money Management Services at a glance
- One of 65 fee-only firms based in Alabama in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 12 employees and 521 individual clients, 153 of them high net worth.
- Its average account is about $321,000 (assets it manages divided by its 1,377 accounts).
Fee-only advisors in Alabama · What fee-only advisors charge in Alabama
Facts
| Based in | Birmingham, Alabama |
|---|---|
| Website | mmsfamily.com |
| Phone | (205) 871-7526 |
Money Management Services fees
Money Management Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $443 million |
| Individual clients | 368 |
| High-net-worth clients | 153 |
| Accounts managed | 1,377 |
| Employees | 12 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-42500) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 106832 |