Money Managers provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Money Managers reports 365 clients. They include 330 individual clients and 35 high-net-worth individuals. Of its assets, 66.4% ($97.3M across 489 accounts) are managed with discretion; $49.3M across 113 accounts are not. A wrap fee program the firm both sponsors and manages holds $141M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 39% |
| High-net-worth individuals | 10% | 61% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 330 | $57.9M | 39.5% | $175K |
| High-net-worth individuals | 35 | $88.7M | 60.5% | $2.54M |
| Total | 365 | $147M | 100% | $402K |
- Clients
- 330
- Regulatory AUM
- $57.9M
- AUM share
- 39.5%
- Avg. per client
- $175K
- Clients
- 35
- Regulatory AUM
- $88.7M
- AUM share
- 60.5%
- Avg. per client
- $2.54M
Total
- Clients
- 365
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $402K
- 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
- 0
Money Managers is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Fixed fee generally between $1 and $25,000, negotiable; the lesser of 50% or $1,200 is due in advance and the balance on completion.
- Portfolio management services
- Portfolio management fees range up to 2.00% of the market value of assets under management, negotiable, billed monthly in arrears.
- Wealth management services
- Wealth management fees: 1.25% for $1 to $1,000,000, 1.00% for $1,000,001 to $2,500,000, 0.75% for $2,500,001 to $5,000,000 and 0.50% above $5,000,000, billed monthly in arrears.
Teresa White owns 75% or more of Money Managers. The leadership team of Money Managers includes President Randall Reinagel. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Money Managers, Inc.
Teresa White
Control person · since December 2009
Money Managers’ regulatory assets grew from $123M (June 2025) to $147M (April 2026); clients rose from 346 to 365 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $147M | 365 | 5 | 2 |
| Jun 2025June 2025 | $123M | 346 | 5 | 2 |
Besides its headquarters, Money Managers has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Texas · 1 listed address
- 15303 Huebner RD., BLDG. 10, San AntonioHQ
Contact and registration details
- Legal name
- Money Managers, Inc.
- Headquarters
- 15303 Huebner RD., BLDG. 10, San Antonio, TX 78248
- Website
- moneymanagersinctx.com
- Phone
- 210-349-9494
- SEC file
- 801-134024
- Structure
- Texas corporation
- Fiscal year end
- December
Money Managers’ named custodian for separately managed accounts is Charles Schwab ($141M). Money Managers does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $141M100%
At year end, Money Managers’ separately managed accounts were mostly in funds (84%).
What the accounts hold
- Stocks9%
- Funds84%
- Bonds4%
- Investment grade corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash2%
- Other1%
- Uits and alternative investments1%
How many clients does Money Managers have?
Money Managers has 365 clients and manages $147 million for them, as of April 2026. They include 330 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 April 2026
What services does Money Managers offer?
Money Managers provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Money Managers use?
Money Managers’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 April 2026
How many financial advisors does Money Managers have?
Money Managers has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 3 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 Money Managers invest in?
At the end of its last fiscal year, Money Managers’ separately managed accounts held 84% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 2% investment grade corporate bonds, 2% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% other. The 1% other category is described as: Uits and Alternative Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Money Managers?
Money Managers’ direct owner is Teresa White (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 April 2026
How does Money Managers get paid?
Money Managers is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or 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 Money Managers?
Money Managers’ main office is at 15303 Huebner RD., BLDG. 10, San Antonio, TX 78248. Its phone number is 210-349-9494. Its website is moneymanagersinctx.com.