Insights

Longstanding AUM Money Matters with Ken Moraif (RPOA) manages over 4.7 billion in assets for more than 8,000 clients, indicating a sizable existing client base and potential for cross-sell of retirement planning, advisory services, and ancillary financial solutions.

Growth Potential Revenue range of 25 to 50 million suggests room for expansion in advisory services, digital engagement, and higher-margin retirement planning offerings, presenting opportunities for new product introductions or premium planning packages.

Regulatory Friction Active SEC disclosures and compliance notes imply a need for regulated, compliant outreach and documentation when engaging prospects, suggesting sales plays should emphasize fiduciary positioning and transparent fee structures.

Tech Stack Note Utilization of tools such as Crazy Egg, TrackJS, Google Tag Manager, and YouTube indicates digital marketing and analytics capability; leverage to optimize lead capture, nurture campaigns, and targeted content for retirees and pre-retirees.

Advisor Alignment As a firm with multiple seasoned planners under MMWKM Advisors, LLC, there is potential to target mid to late-career professionals, retirees, and business owners seeking comprehensive retirement, tax, and estate planning integration.

Money Matters with Ken Moraif Tech Stack

Money Matters with Ken Moraif uses 8 technology products and services including Facebook Pixel, Crazy Egg, Font Awesome, and more. Explore Money Matters with Ken Moraif's tech stack below.

  • Facebook Pixel
    Analytics
  • Crazy Egg
    Analytics
  • Font Awesome
    Font Scripts
  • Moment.js
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • Facebook
    Widgets

Money Matters with Ken Moraif's Email Address Formats

Money Matters with Ken Moraif uses at least 1 format(s):
Money Matters with Ken Moraif Email FormatsExamplePercentage
First.Last@moneymatters.netJohn.Doe@moneymatters.net
38%
First@moneymatters.netJohn@moneymatters.net
29%
FirstLast@moneymatters.netJohnDoe@moneymatters.net
27%
Last@moneymatters.netDoe@moneymatters.net
6%

Frequently Asked Questions

What is Money Matters with Ken Moraif's phone number?

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You can contact Money Matters with Ken Moraif's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Money Matters with Ken Moraif's official website and social media links?

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Money Matters with Ken Moraif's official website is moneymatters.net and has social profiles on LinkedIn.

How much revenue does Money Matters with Ken Moraif generate?

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As of July 2026, Money Matters with Ken Moraif's annual revenue is estimated to be $25M - $50M.

What is Money Matters with Ken Moraif's SIC code NAICS code?

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Money Matters with Ken Moraif's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Money Matters with Ken Moraif have currently?

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As of July 2026, Money Matters with Ken Moraif has approximately 21 employees across 4 continents, including North AmericaAsiaAfrica. Key team members include Founder / Director: E. C.Financial Advisor: H.Advisor: J. D.. Explore Money Matters with Ken Moraif's employee directory with LeadIQ.

What industry does Money Matters with Ken Moraif belong to?

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Money Matters with Ken Moraif operates in the Financial Services industry.

What technology does Money Matters with Ken Moraif use?

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Money Matters with Ken Moraif's tech stack includes Facebook PixelCrazy EggFont AwesomeMoment.jsOWL CarouselGoogle Tag ManagerYouTubeFacebook.

What is Money Matters with Ken Moraif's email format?

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Money Matters with Ken Moraif's email format typically follows the pattern of First.Last@moneymatters.net. Find more Money Matters with Ken Moraif email formats with LeadIQ.

When was Money Matters with Ken Moraif founded?

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Money Matters with Ken Moraif was founded in 2011.
Money Matters with Ken Moraif logo

Money Matters with Ken Moraif

Financial ServicesTexas, United States11-50 Employees

Money Matters with Ken Moraif is a financial services company operating through MMWKM Advisors, LLC, also known as Retirement Planners of America. The firm provides retirement planning and related financial guidance to individuals who are retired or nearing retirement, leveraging a network of credentialed retirement planners to address its clients’ planning needs. Based in Plano, Texas, the organization serves a national audience through its advisory services, which are offered in jurisdictions where it is registered or exempt from registration requirements. The company emphasizes regulatory and professional standards, noting that social media activity and commentary should not be construed as endorsements or testimonials for its advisory services. A recent development noted in its disclosures is its ongoing association with Retirement Planners of America, which manages a substantial number of clients and assets under advisory management through its affiliated entities.

Section iconCompany Overview

Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2011
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Money Matters with Ken Moraif's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Money Matters with Ken Moraif's revenue is estimated to be in the range of $25M - $50M

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