HD MONEY, INC.
SEC RegisteredRetirement Reimagined
About the firm
Founded in 2004, HD Money is a fee-based Registered Investment Advisor (RIA) based in Sarasota and St. Petersburg, Florida, specializing in tax-free retirement planning and wealth management. The firm serves retirees and individuals nearing retirement, as well as C-level executives, entrepreneurs, and professionals in medical, engineering, and legal fields, offering personalized financial solutions tailored to each client's unique needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment planning, estate and legacy planning, tax mitigation, long-term care planning, and insurance planning.
Who they serve
Retirees, individuals nearing retirement, C-level executives, entrepreneurs, and professionals in medical, engineering, and legal fields, including married couples, singles, widowed individuals, empty nesters, parents, and grandparents.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 484 | $386M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HD MONEY, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.