Lisa Whitley is a registered investment advisor at Moneybylisa LLC, based in Washington, DC, with 3 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 26 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Three hour-long financial planning sessions: $750 total, payable in advance. Any unused balance is refunded if you don't proceed.
- Additional one-hour meetings: $250 per meeting, billed in advance.
Location
Washington, DC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa volunteers with Catholic Charities Financial Stability Network, offering financial coaching. This activity is not investment-related and involves minimal time each month.
Employment History
Current Registrations
Moneybylisa LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.