MONEYSENSE LLC

Overview

Moneysense LLC is a small, individual-owned limited liability company that provides financial planning services rather than operating as an active asset manager. The firm uses a fixed-fee and hourly pricing model, which aligns with an advisory role focused on planning and advice rather than discretionary portfolio management. Moneysense LLC is not set up as a capital allocator and does not report active ESG investing or pension consulting activity. The firm’s investment activity centers on recommending third-party products—not direct proprietary management—with stated use of mutual funds for core exposures and third-party real estate managers for alternative real estate allocation.

Assets & Accounts

Investments & Alternatives

Location & Offices