Money Management Concepts Inc.

Money Management Concepts Inc. (CRD# 111485) is a financial advisory firm headquartered in Melbourne, FL. They manage $75,561,367 in 250 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    250
    ACCOUNTS
  • Average Account Value
    $302,245
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Money Management Concepts Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Prudente
CRD#: 1870380
6767 N. Wickham Road, Suite 400mm, Melbourne, FL 32940
93
Wealthminder
score

Thomas Prudente (CRD# 1870380) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 29 years of experience in the finance industry.

2
Jeffrey R. Wegner
CRD#: 4245448
6767 N. Wickham Road, Suite 400mm, Melbourne, FL 32940
90
Wealthminder
score

Jeffrey Wegner (CRD# 4245448) is an Investment Advisor Representative working at Money Management Concepts Inc. in Melbourne, FL and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.