This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-08-1995
- Office Locations
- 1
Office Locations
About Moneypro Wealth Management, LLC
MoneyPro Wealth Management is a Franklin, TN-based advisory firm focused on helping individuals and couples plan for retirement. It provides retirement income planning (including Social Security timing), portfolio guidance, insurance and long-term care reviews, and tax and estate planning coordination. The firm works with retirement nest eggs from about $50k to $5M and commonly implements ETFs alongside U.S. government/agency fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT GORDON BAILEY JR
Chief Compliance Officer, Manager, Managing Member
- CRD
- #2584618
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,807,082 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,807,082 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing