Moneysense LLC
Firm details
- Headquarters
- Missoula, Montana
- CRD number
- 333307
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Moneysense LLC is a Montana-registered limited liability company focused on financial planning. The business is individually owned and bills clients using hourly rates and fixed-fee arrangements. Its advisory activity is centered on providing financial planning services rather than acting as an allocator of external capital. The firm does not identify as an active ESG investor and operates without a multi-state advisory footprint.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Molly Nelson
FounderCRD 5258830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Missoula, MT
Missoula
Location
Missoula, MT
Headquartered in Missoula, MT, in the West of the United States.
- Region
- West
- County
- Missoula
- Address
- 500 Keith Ave
- Time zone
- MT (UTC-7)
- Office locations
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