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MONEY PLANS
MONEY PLANS, LLC
CRD 104694 · SEC 801-25959
8701 GEORGIA AVE, STE. 710, SILVER SPRING, MD, 20910, United States
Phone
301-589-4250
Fax
301-500-3107
Registration
— (—)
Source
State registered
Total AUM
$108.0M
Discretionary AUM
$108.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.3M |
| High net worth individuals | 35 | $103.7M |
All web addresses on file
Official SEC filing: View on IAPD