Money Plans
Assets Under Management
$108.0M
Number of Clients
46
Number of Advisors
1
Avg. Portfolio per Client
$2.3M
Avg. Managed per Advisor
$108.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Money Plans, LLC is a fee-only registered investment advisor offering investment management, investment recommendations, financial planning, financial planning consultation, and hourly consultation. They do not accept commissions or third-party payments, ensuring advice is in the client's best interest. Money Plans manages investments on a supervisory basis for clients with over $300,000 in assets, providing ongoing management, trade execution, and reporting. For clients with less than $300,000, they offer investment reviews with specific recommendations. Financial planning covers cash flow, retirement, insurance, estate, and tax planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $500K | 1.15% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Areas of Practice
Location
8701 Georgia Ave, Ste. 710, Silver Spring, MD, 20910