Money Plans
Money Plans (CRD# 104694) is a financial advisory firm headquartered in Silver Spring, MD. They manage $108,498,329 in 193 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management108MILLION
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Total Number of Accounts193ACCOUNTS
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Average Account Value$562,168
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, VA
Financial Advisors at Money Plans
1
Denise Leish (CRD# 2088024) is an Investment Advisor Representative working at Money Plans in Silver Spring, MD and has over 32 years of experience in the finance industry.
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