CRD: 331596
Money Illustrated Advisory Services
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-16-2024
- Office Locations
- 1
Office Locations
About Money Illustrated Advisory Services
Money Illustrated provides holistic, flat-fee financial life planning with tax planning, debt analysis, risk management, and investment guidance. The firm emphasizes judgment-free advice and serves historically underserved clients as well as business owners and self-employed professionals. Client experience is supported with eMoney and Monarch Money, with investment accounts on platforms such as Fidelity and Altruist; portfolios are primarily implemented with ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jennifer Ashley Swindler
Advisor, Chief Compliance Officer, Owner
- CRD
- #7520540
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,513,977 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,513,977 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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