# Money Poole...solutions for Life, LLC

> Money Poole...solutions for Life, LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154987
- Filed as: MONEY POOLE...SOLUTIONS FOR LIFE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154987
- AdvisorCensus page: https://advisorcensus.com/firm/money-poole-solutions-for-life-llc-154987

## Quick answers

**How is Money Poole...solutions for Life, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Money Poole...solutions for Life, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Money Poole...solutions for Life, LLC registered with the SEC or a state?**
Money Poole...solutions for Life, LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 154987.

**How much does Money Poole...solutions for Life, LLC manage?**
Money Poole...solutions for Life, LLC reports $15,382,739 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does Money Poole...solutions for Life, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (4); other (2).

**Does Money Poole...solutions for Life, LLC 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/154987

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $15,382,739
- Discretionary: $0
- Non-discretionary: $15,382,739

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $5,734,752 |
| High net worth individuals | 4 | $9,303,229 |
| Other | 2 | $344,758 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2011 (15 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moneypoole.com
- Facebook @MONEYPOOLE
- LinkedIn @normanpoole

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Poole...solutions for Life, LLC (CRD 154987): Form ADV filing data as of October 2026.