# MoneyPro Wealth Management

MoneyPro Wealth Management is a RIA based in Franklin, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Franklin, United States
- **Region:** North America
- **Address:** Franklin, TN, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** themoneypro.com
- **LinkedIn:** linkedin.com/company/moneypro-limited

## Regulatory record

- **CRD number:** 135340
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135340

## About

Founded in 1995 by Robert G. Bailey, MoneyPro Wealth Management operates from a single office in Franklin, Tennessee. The firm has served individuals and couples for three decades, focusing on a demographic concerned with converting a nest egg — from $50,000 to $5 million — into durable retirement income. Bailey's practice emerged during the shift from defined-benefit plans to self-directed accounts, a structural change that made personalized drawdown advice critical for middle-class and affluent retirees. Bailey's investment approach is plan-first rather than product-first. The firm builds allocations across income-producing securities, tax-aware accounts including Traditional and Roth IRAs, and capital-gains-sensitive portfolios, with a published emphasis on minimizing tax drag over a client's lifetime. No specific portfolio companies, fund names, or external manager relationships are disclosed. MoneyPro does not operate venture, private equity, or real estate vehicles. Its geographic footprint is the greater Nashville metropolitan area. MoneyPro maintains a lean footprint, with Robert Bailey as the sole named principal on its public materials. The firm's website lists a small content library of retirement-planning articles and client calculators. No additional offices, team headcount, or related investment vehicles are disclosed. No operational event from the last 24 months is publicly recorded beyond the firm's ongoing publication of tax-planning blog posts. MoneyPro's structural distinction lies in its permanence: a single-principal, single-office, fee-for-advice retirement practice that has never scaled into a multi-advisor RIA or added asset-management manufacturing. Bailey's model is positioned against the industry's consolidation trend and the shift to robo-advisory, betting that face-to-face retirement-income planning retains durable demand in its region.

## People

- Robert G. Bailey — Founder

## Questions

### How does MoneyPro source its proprietary deal flow?

The firm does not describe a proprietary deal-sourcing model. It operates as a retirement-planning advisory practice constructing custom allocations from publicly available securities rather than originating private investments.

### Does MoneyPro participate in fund commitments or only direct deals?

The firm's published materials reference only direct securities and retirement-account strategies such as IRA allocations and tax management. No fund commitments, private investments, or direct deals are disclosed.

### What investment stages does MoneyPro typically target?

MoneyPro targets the post-accumulation, drawdown stage of a client's lifecycle — specifically the transition from employment to retirement and the subsequent 30-year income-planning horizon. It does not operate in venture, growth, or late-stage private investing.

## Related profiles

- [Money Matters Wealth Management](https://altss.com/profile/money-matters-wealth-management)
- [Moneywatch Advisors](https://altss.com/profile/moneywatch-advisors)

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Last updated: 2026-07-06T01:24:21.606Z

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