Money Concepts Advisory Service
Palm Beach Gardens, FL·SEC-registered · CRD #12963
Money Concepts Advisory Service is an SEC-registered investment advisory firm in Palm Beach Gardens, FL managing $4.1B across 22k client accounts, with 375 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.1B
Client accounts
22k
Advisory staff
375
Fee model
Fee-based
How Money Concepts Advisory Service is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Money Concepts Advisory Service
How much does Money Concepts Advisory Service manage?
Per its most recent SEC Form ADV filing (03/24/2026), Money Concepts Advisory Service reports $4.1B in regulatory assets under management across roughly 22k client accounts.
How does Money Concepts Advisory Service charge?
Money Concepts Advisory Service is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Money Concepts Advisory Service a fiduciary?
Yes. Money Concepts Advisory Service is registered with the U.S. Securities and Exchange Commission (CRD #12963), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Money Concepts Advisory Service taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Money Concepts Advisory Service and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Money Concepts Advisory Service's public SEC Form ADV filing (CRD #12963, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Money Concepts Advisory Service. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Money Concepts Advisory Service? Claim this profile.