Moneysense LLC

Overview

Moneysense LLC is a privately held limited liability company run by an individual owner that positions itself as a fee-for-service financial planning practice. Its registered service mix centers on financial planning rather than discretionary asset management: FINTRX lists hourly charges and fixed fees as the stated fee structure, and the firm is not identified as a capital allocator. The firm is recorded as unclassified in FINTRX, with no SEC registration year noted. It is not flagged as an active ESG investor, not a multistate adviser, not a pension consultant, and not reported as a related adviser to any other firm. FINTRX does not show a reported client roster or AUM for Moneysense LLC, which is consistent with a practice model focused on flat/ hourly planning engagements rather than on-house asset management or pooled-client mandates.

Investments & Alternatives