# Money Strategies, Inc.

> Money Strategies, Inc. is a state-registered investment advisory firm in Redlands, CA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated March 3, 2026.

- CRD: 310763
- Filed as: MONEY STRATEGIES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Redlands, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310763
- AdvisorCensus page: https://advisorcensus.com/firm/money-strategies-inc-redlands-ca-310763

## Quick answers

**How is Money Strategies, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Money Strategies, Inc. reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Money Strategies, Inc. located?**
Money Strategies, Inc.'s principal office is in Redlands, CA, according to its Form ADV.

**Is Money Strategies, Inc. registered with the SEC or a state?**
Money Strategies, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310763.

**Does Money Strategies, 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/310763

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Strategies, Inc. (CRD 310763): Form ADV filing data as of October 2026.