# Themoneymd.com, LLC

> Themoneymd.com, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 288761
- Filed as: THEMONEYMD.COM, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288761
- AdvisorCensus page: https://advisorcensus.com/firm/themoneymd-com-llc-288761

## Quick answers

**How is Themoneymd.com, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Themoneymd.com, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Themoneymd.com, LLC registered with the SEC or a state?**
Themoneymd.com, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288761.

**How much does Themoneymd.com, LLC manage?**
Themoneymd.com, LLC reports $11,760,000 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (0% discretionary).

**What types of clients does Themoneymd.com, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (4).

**Does Themoneymd.com, 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/288761

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,760,000
- Discretionary: $0
- Non-discretionary: $11,760,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $7,660,000 |
| High net worth individuals | 4 | $4,100,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, MT, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacyplan4u.com
- richgroff.com
- themoneymd.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Themoneymd.com, LLC (CRD 288761): Form ADV filing data as of October 2026.