More than Your Money, Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | morethanyourmoney.com |
| [email protected] | |
| Phone | (719) 722-2135 |
Questions about More than Your Money, Inc.
How much does More than Your Money, Inc. charge?
More than Your Money, Inc. publishes these prices: one-time plan: from $2,000. We found this on its website, checked October 28, 2026.
How is More than Your Money, Inc. paid?
More than Your Money, Inc.'s Form ADV says it is paid by: hourly, fixed fees.
How many advisors does More than Your Money, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at More than Your Money, Inc..
What does More than Your Money, Inc. specialize in?
More than Your Money, Inc.'s advisors and website list retirement planning, tax planning, divorce financial planning and estate & legacy planning.
Is More than Your Money, Inc. accepting new clients?
Yes, according to More than Your Money, Inc.'s website, checked October 28, 2026.
More than Your Money, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"we offer a 2 hour Focused Consultation for $2000" source
"Our services are most effective in helping new clients who have over $500,000 in investable assets" source
"we offer a 2 hour Focused Consultation for $2000" source
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 | Hourly · Fixed fees |
|---|---|
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 289058 |