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MoneyFluent

Updated today

Total assets under management

$0

Total clients

21

0% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

21

Average account size

$0

Client services

Financial planning

Fee options

Fixed

Fixed fees ranging from $100 to $500 per month for ongoing financial planning; project-based fixed fees ranging from $500 to $10,000

Project-based

$275 per hour for project-based financial planning

Other

Fee-only: Fixed fees ranging from $100 to $500 per month for ongoing financial planning; project-based fixed fees ranging from $500 to $10,000; hourly rate of $275 for project-based financial planning

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

MoneyFluent

Columbus OH, United States

Number of offices

1

Advisors at this firm

Chandler F

CFP®

Columbus, OH

MoneyFluent

Moneyfluent is a fee-only financial advisory firm focused on empowering Millennials to take charge of their financial future. We offer a personalized planning experience delivered through 3- and 6-month engagements, with plan implementation always included. Our typical client has a household income between $100k and $300k and less than $500k invested, and our services are specifically tailored to help individuals and couples at this stage of wealth-building. As a CERTIFIED FINANCIAL PLANNER®, Chandler specializes in empowering Millennials to launch their financial success with a planning process built around real-life goals—like buying your first home, tackling your student loans, planning for early retirement or a career shift, building your investments, growing your family, and traveling more! After serving as a partner at a boutique, retainer-based firm, she saw that Millennials needed a different approach: financial planning that’s comprehensive enough to tackle their complex goals, yet flexible and affordable enough to fit their lives. Chandler’s fresh approach marries the best of both worlds—offering expert partnership, hands-on implementation, and actionable strategies, all delivered in focused 3- to 6-month engagements for a one-time fee. You get the guidance, instruction, and setup that you need to move forward with confidence, without being locked into ongoing costs or planning models that weren't built for you. Chandler's process is clear and supportive: 1. Teach you to understand your money, inside and out. 2. Design a roadmap for the future you want. 3. Help you turn plans into action with hands-on implementation. Moneyfluent advocates for greater access to financial advice through short-term engagements and Free Friday Drop-Ins services. This purpose-driven business is powered by years of experience helping clients of all ages and net worths understand and improve their financial situation. While virtually serving clients nationwide, she calls downtown Columbus, Ohio, home. Beyond finance, Chandler's musical roots shine through with her involvement with The Harmony Project, a 500-voice choir fostering unity through the arts and community service.

HENRY (High Earners, Not Rich Yet) Married/Couples/Partners Gen Y/Millennials (Born 1980-1995)
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