Money Management Services INC

Financial planning in Birmingham, AL

SEC registeredNo commissions reported

Call (205) 871-7526 Send a message Map ↗

Public-record details

Address: 3410 Independence Drive, Birmingham, AL 35209
Phone: (205) 871-7526
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Money Management Services, INC.
CRD number: 106832
Registration: SEC registered since 1992-10-30
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $442.7 million
Accounts managed: 1,377
Clients reported (Form ADV 5.D): 522
Individual / high-net-worth clients: 368 / 153
Employees: 12
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-10

SEC registered investment adviser, CRD 106832, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 106832 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Birmingham

Anderson Asset Management2101 Highland Avenue S., Suite 220 · Birmingham, AL 35205 · (205) 453-0225 · % of assets managedCRD 155516 · % of assets, Performance-based fees · $68.4 million AUMState registeredNo commissions reported Anderson Growth Partners, LLC2 Metroplex Drive, Suite 102 · Birmingham, AL 35209 · (205) 909-0950 · Financial planningCRD 138600 · % of assets, Fixed fees, Performance-based fees · $1.0 billion AUMSEC registeredNo commissions reported Approach Retirement Advisors, LLC3928 Cypress Drive, Suite 150 · Birmingham, AL 35243 · (205) 588-8637 · Hourly feesCRD 166221 · % of assets, Hourly charges · $227.5 million AUMSEC registeredNo commissions reported Bhk Investment Advisors2200 Lakeshore Drive, Suite 250 · Birmingham, AL 35209 · (205) 322-2025 · Flat / fixed feesCRD 140515 · % of assets, Fixed fees · $794.1 million AUMSEC registeredNo commissions reported Birmingham Capital Management CO INC2 Perimeter Park South, Suite 235-East · Birmingham, AL 35243 · (205) 967-7062 · % of assets managedCRD 108508 · % of assets · $273.6 million AUMSEC registeredNo commissions reported Bmss Wesson Wealth Solutions3500 Colonnade Parkway, Suite 150 · Birmingham, AL 35243 · (205) 982-5555 · Financial planningCRD 282792 · % of assets, Hourly charges, Fixed fees · $704.0 million AUMSEC registeredNo commissions reported Bonaventure Capital, LLC820 Shades Creek Pkwy., Ste. 1200 · Birmingham, AL 35209 · (205) 775-7971 · % of assets managedCRD 120780 · % of assets, Performance-based fees · $493.8 million AUMSEC registeredNo commissions reported Booth Financial2271 Valleydale Rd., Suite 305 · Birmingham, AL 35244 · (205) 438-7573 · Financial planningCRD 289972 · % of assets, Fixed fees · $43.3 million AUMState registeredNo commissions reported

All 49 in Birmingham →