MONEY PLANS
Firm details
- Headquarters
- SILVER SPRING, Maryland
- CRD number
- 104694
- Website
- www.moneyplans.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.03%
- Individuals3.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Money Plans is an independent Registered Investment Adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage-of-assets, hourly charges and fixed fees. Money Plans identifies as an active ESG investor and is not structured as a capital allocator, pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities26%
- Cash & Cash Equivalents4%
Contacts
1 of 1DENISE LEISH
PrincipalCRD 2088024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SILVER SPRING, MD
MONTGOMERY
Location
SILVER SPRING, MD
Headquartered in SILVER SPRING, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 8701 Georgia Ave
- Time zone
- ET (UTC-5)
- Office locations
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