Important Disclaimer
MoneyCafe Advisors LLC is a Registered Investment Adviser, located in the State of Colorado. Registration as an investment adviser does not imply a certain level of skill or training. MoneyCafe Advisors provides Comprehensive Financial Services only to residents of states in which the firm is appropriately registered or exempt from registration.
This website is intended to provide general information about MoneyCafe Advisors and its services. It is not intended to offer or deliver financial planning-related services in any way. The information regarding services is provided solely to understand our philosophy and strategies and to contact us for further information.
The information provided on this website is for informational and educational purposes only and should not be construed as investment, tax, legal, or other professional advice. Visitors should not act on or rely on this information without seeking advice from a qualified professional familiar with their individual circumstances.
Past performance is not indicative of future results, and different types of investments involve varying degrees of risk. Therefore, it should not be assumed that the future performance of any specific investment or investment strategy will be profitable. Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss.
This website may contain links to third-party websites or resources. MoneyCafe Advisors is not responsible for the accuracy, content, or availability of these external sites and does not endorse or guarantee the products, services, or information described therein.
MoneyCafe Advisors LLC will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov, or you may Contact Us to request a copy at support@moneycafeadvisors.com
Use of this website or communication through email, contact forms, or other means does not establish an adviser-client relationship unless and until a written advisory agreement has been executed.
Fees
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Objective financial planning with clear, straightforward pricing.
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Fee-Only. Fiduciary. Transparent.
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Money Cafe Advisors is a fee-only fiduciary. That means we are compensated solely by the fees you pay us for planning and investment management—we do not accept commissions, referral payments, or revenue-sharing from any product or provider. Our structure reduces conflicts of interest and keeps our guidance focused on what’s best for you. You’ll always know how we’re paid, what you’re paying, and why. Clear advice, transparent pricing, and a partnership built on trust.
Comprehensive Financial Planning
Starts $ 3,00.00 annual flat-fees, paid monthly in arrears
Project base Based on the complexity
Hourly $ 295 per hour
Privacy Policy
The confidentiality of our clients, past and present, is of paramount concern to us and a hallmark of our firm.
Like all providers of personal financial services, we are now required by law to inform our clients of our privacy policies for client information. We have been, and continue to be, bound by professional standards of
confidentiality that are even more stringent than those required by law. Therefore, we have always protected
your right to privacy.
• We request personal information from our clients to perform our duties and make recommendations
and decisions that are in our clients' best interests.
• For current and former clients, we do not disclose any non-public personal information obtained in the
course of business, except as required or permitted by law. Permitted disclosures include, for instance,
providing information to our employees and, in limited situations, to unrelated third parties who need to
know that information to assist in providing services to you. In all situations, we stressthe confidential
nature of the information being shared.
• We frequently recommend that a client contact an attorney, CPA, or financial institution(s). At the request
of our clients, we may provide relevant information to these entities.
• We retain records relating to professional services that we provide so that we arebetter able to assist you
with your professional needs and, in some cases, to comply with professional guidelines. To guard your non- public personal information, we maintain physical, electronic, and procedural safeguards that comply with
our professional standards.