HD Money provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1,000 clients last fiscal year.
HD Money reports 484 high-net-worth individuals. Of its assets, 100.0% ($386M across 998 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 484 | $386M | 100.0% | $798K |
| Total | 484 | $386M | 100% | $798K |
- Clients
- 484
- Regulatory AUM
- $386M
- AUM share
- 100.0%
- Avg. per client
- $798K
Total
- Clients
- 484
- Regulatory AUM
- $386M
- AUM share
- 100%
- Avg. per client
- $798K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
HD Money is paid through a percentage of assets under management, fixed fees (other than subscription fees) and commissions. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting is a fixed fee mutually agreed, generally from $250 to $5,000, due in full when the agreement is signed.
Stuart Dickson owns 50% to 75% of HD Money. The leadership team of HD Money includes Chief Compliance Officer John Tarleton. It has 12 employees, 4 of them in advisory roles.
Staff
- 12 employees
- 4 in advisory functions
- 4 state-registered reps
- 5 insurance agents
- Owns 50% to 75% of HD Money, Inc.
Stuart Dickson
Control person · since April 2015
- Owns 50% to 75% of HD Money, Inc.
Phillip Dickson
Control person · since January 2016
HD Money’s regulatory assets grew 2.5× from $154M (July 2022) to $386M (March 2026); clients rose from 346 to 484 and employees were 12 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $386M | 484 | 12 | 2 |
| Jul 2025July 2025 | $294M | 471 | 10 | 2 |
| Mar 2024March 2024 | $226M | 370 | 10 | 3 |
| Jul 2023July 2023 | $160M | 620 | 8 | 3 |
| Jul 2022July 2022 | $154M | 346 | 12 | 3 |
Besides its headquarters, HD Money has 1 office, with 2 listed addresses in 1 state.
Florida · 2 listed addresses
- 3322 Bee Ridge Road, Suite 200, SarasotaHQ
- 360 Central Ave, St. Petersburg
Contact and registration details
- Legal name
- HD Money, Inc.
- Headquarters
- 3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239
- Website
- hdmoneyinc.com
- Phone
- 941-925-2121
- SEC file
- 801-125764
- Founded
- 2013
- Structure
- Florida corporation
- Fiscal year end
- December
HD Money’s named custodian for separately managed accounts is Charles Schwab ($294M). HD Money does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $294M100%
At year end, HD Money’s separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does HD Money have?
HD Money has 484 clients and manages $386 million for them, as of March 2026. They include 484 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does HD Money offer?
HD Money provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does HD Money use?
HD Money’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $294M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does HD Money have?
HD Money has 4 investment adviser representatives registered with state securities authorities, out of 12 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does HD Money invest in?
At the end of its last fiscal year, HD Money’s separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns HD Money?
HD Money’s direct owners are Stuart Dickson (50% to 75%) and Phillip Dickson (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does HD Money get paid?
HD Money is paid through a percentage of assets under management, fixed fees and commissions. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact HD Money?
HD Money’s main office is at 3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239. Its phone number is 941-925-2121. Its website is hdmoneyinc.com.