Money Positive
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Money Positive Cooperative offers financial planning services through a monthly subscription model and a la carte services. Financial planning includes income and balance sheet analysis, budget creation, debt management, and goal exploration. A la carte services include real estate, investment portfolio, and retirement readiness analysis.
Fee Structure
The firm offers a monthly subscription service for $199 per month for individuals or couples. They also offer a la carte services: Real Estate Investment Analysis, Investment Portfolio Analysis, and Retirement Readiness Analysis, each costing $700 per individual. Fees are not negotiable.
Areas of Practice
Location
580 Fm3237, Suite B, Wimberley, TX, 78676