James Robert Money
Investment adviser representative at Bip Wealth, LLC
20 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$5.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Bip Wealth, LLCJun 2025 to now
- Bip Alliance, LLCMay 2024 to now
- The Money Advisor Group, LLCMar 2006 to Mar 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1950954
- Firm CRD
- 143208