# Moneygrow.com ®

> Moneygrow.com ® is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 126275
- Filed as: MONEYGROW.COM ®
- Legal name: Chartered Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126275
- AdvisorCensus page: https://advisorcensus.com/firm/moneygrow-com-126275

## Quick answers

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

**Is Moneygrow.com ® registered with the SEC or a state?**
Moneygrow.com ® is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 126275.

**How much does Moneygrow.com ® manage?**
Moneygrow.com ® reports $16,844,086 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (81% discretionary).

**What types of clients does Moneygrow.com ® serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (24); high net worth individuals (5).

**Does Moneygrow.com ® 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/126275

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $16,844,086
- Discretionary: $13,578,787
- Non-discretionary: $3,265,299

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 24 | $6,228,950 |
| High net worth individuals | 5 | $10,615,136 |

### 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: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moneygrow.com
- Facebook facebook.com
- YouTube @Moneygrowcom

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moneygrow.com ® (CRD 126275): Form ADV filing data as of October 2026.