# Money Methods, Inc.

> Money Methods, Inc. is a state-registered investment advisory firm in Amarillo, TX, registered since 1985, with no regulatory assets under management reported in its Form ADV filing dated March 29, 2026.

- CRD: 109298
- Filed as: MONEY METHODS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Amarillo, TX
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/109298
- AdvisorCensus page: https://advisorcensus.com/firm/money-methods-inc-amarillo-tx-109298

## Quick answers

**How is Money Methods, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Money Methods, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Money Methods, Inc. located?**
Money Methods, Inc.'s principal office is in Amarillo, TX, according to its Form ADV.

**Is Money Methods, Inc. registered with the SEC or a state?**
Money Methods, Inc. is a state-registered investment advisory firm, registered since 1985. Status as filed: APPROVED. CRD 109298.

**What types of clients does Money Methods, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (294); high net worth individuals (6); charitable organizations (1).

**Does Money Methods, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/109298

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 294 | $0 |
| High net worth individuals | 6 | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 1 | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 1 | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1985 (41 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moneymethods.com
- mytexasadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Methods, Inc. (CRD 109298): Form ADV filing data as of October 2026.