Money Matters, Inc.

Money Matters, Inc. at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 25 individual clients, 13 of them high net worth.
• Its average account is about $234,000 (assets it manages divided by its 105 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Money Matters, Inc. fees

Money Matters, Inc. 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

Advisors at this firm (2)

• Brendan Roath

  CFP · EA · CPA

• Rodney Roath

  CFP

Other fee-only firms in Minnetonka

• Navista Wealth Management
• Twele Capital Management
• UAK Diversified Wealth Advisors
• Wealth Planning Group
• Kingdom Legacy Advisors
• Layline Asset Management
• Marks Group Wealth Management
• Marquette Wealth Management

Fee-only advisors in Minnesota