Money Managers

What Money Managers does

Money Managers, Inc. is a privately held Registered Investment Advisor (RIA) founded in 2009 and headquartered in Orange, California, with additional offices in Las Vegas (NV), Redlands (CA), and Carlsbad (CA). The firm is registered with the SEC under CRD 151602 and serves high-net-worth individuals, retirees, business owners, employees with 401(k) plans, and new graduates/young professionals across California and Nevada. Service delivery is relationship-led and credentialed, anchored by a five-person named team led by founder Marc Aarons and including a CPA, an Enrolled Agent, a Wealth Advisor with MBA/Msc.d credentials, and a Wealth Manager with 20+ years of tax/estate/financial planning experience.

The firm's core offerings are (1) fee-based investment management on an AUM-based recurring fee model, (2) comprehensive financial and retirement planning, (3) 401(k) consulting for employer plans, (4) tax preparation and planning with emphasis on HNW/retiree-specific tax law, and (5) insurance planning covering health, dental, vision, life, disability, and long-term care. Ancillary services include business strategic planning and college fund planning. Client engagement is delivered through in-person office consultations, phone/video meetings, and a 24/7 client portal — investments run through Blueleaf and financial plans through Retirement Analyzer. A risk-tolerance assessment module is offered as a free portfolio risk assessment.

The business model is fee-based and recurring, with no publicly disclosed pricing schedule; fees are individualized based on client AUM and complexity. Go-to-market is sales-led and community-led: relationship-based advisory services augmented by founder Marc Aarons' Rotary International District 5320 leadership (Past District Governor 2019–2020) and related community involvement that feeds mid-funnel prospecting, plus content marketing via financial blog articles and an active Facebook presence for top-of-funnel education. The firm is founder-/family-controlled (Marc Aarons and Sam Aarons), has no disclosed institutional investors or funding rounds, and does not disclose revenue or AUM figures.

Name

Money Managers

Legal name

Money Managers, Inc.

Website

https://ocmoneymanagers.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Money Managers, Inc. is a privately held, SEC-registered Registered Investment Advisor founded in 2009, offering fee-based investment management, retirement planning, tax services, 401(k) consulting, and insurance planning to high-net-worth individuals, retirees, and business owners across California and Nevada.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Financial advisory services
• Wealth management services
• Retirement planning services
• Tax planning services
• Investment management services

Headquarters

HQ city

Orange

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Fee-Based Investment Management: Investment advisory services where fees are based on assets under management or a fee schedule. Services include portfolio management and ongoing investment advice aligned with client financial goals.
2. Financial Planning Services: Comprehensive financial and retirement planning services covering retirement income planning, tax efficiency strategies, estate planning coordination, and overall financial life management.
3. 401(k) Consulting Services: Consulting services for business owners and employers regarding retirement plan design, implementation, and management including employer matching strategies.
4. Tax Services: Tax preparation and planning services with deep understanding of tax laws particularly for high-net-worth individuals, retirees, and business owners.
5. Insurance Planning Services: Insurance planning including health, life, disability, and long-term care insurance products. Marc Aarons is an authorized agent of Anthem Blue Cross.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Money Managers, Inc. is a fee-based Registered Investment Advisor providing fee-based investment management, financial and retirement planning, tax preparation and planning, insurance planning, 401(k) consulting, and business strategic planning services. The firm delivers individualized, credentialed advisory services to high-net-worth individuals, retirees, business owners, and employees across California and Nevada through in-person and virtual consultations supported by client portal access.

Product overview

Money Managers, Inc. is a financial planning and tax accounting firm offering a comprehensive suite of advisory services. The core offerings center on fee-based investment management, financial/retirement planning, 401(k) consulting, and tax services. These are supported by insurance planning (health, dental, vision, life, disability, long-term care), business strategic planning, and college fund planning. The firm also provides risk assessment tools to help align client portfolios with their investment goals. The company serves individuals, retirees, high-net-worth individuals, and business owners across multiple California and Nevada locations.

Differentiator

Problem solved

Functional benefit

Products and services

• Fee-Based Investment Management Individualized investment management in which advisors work closely with each client to understand financial goals, needs, and risk tolerance, then manage portfolios on an ongoing fee-based basis. Target clients include individuals, retirees, and high-net-worth investors.
• Financial / Retirement Planning Services Comprehensive financial and retirement planning covering retirement income planning, tax efficiency strategies, Social Security and Medicare optimization, estate planning coordination, and overall financial life management. Intended for individuals, retirees, and business owners.
• Tax Services Tax preparation and proactive tax planning leveraging deep understanding of tax laws and regulations, with particular focus on high-net-worth individuals, retirees, and business owners. Delivered by a CPA and an Enrolled Agent.
• Insurance Planning Services Planning and product selection for Health Insurance, Life Insurance, Disability Insurance, and Long-Term Care Insurance. Marc Aarons is an authorized agent of Anthem Blue Cross, with life insurance licenses in California and Nevada.
• 401(k) Consulting Services Consulting services for businesses and employers regarding employer-sponsored retirement plan design, setup, management, and employee education, including employer matching strategies. Targets business owners and employers.
• Business Strategic Planning Strategic financial planning tailored for business owners addressing cash flow management, tax planning, employee benefits design, 401(k) plan management, and owner retirement planning.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability1 record

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Market position

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ocmoneymanagers
• LinkedInlinkedin.com/company/money-managers-inc.

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Money Managers