MoneyByLisa LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
26
23% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$0
About
MoneyByLisa LLC is a solo- practitioner registered adviser that works with individual clients and their families to provide one-on-one financial coaching and written financial plans covering topics such as cash flow, retirement planning, education funding, risk management, estate and divorce planning. Services are offered as short-term engagements (broad-based or modular) and include deliverable recommendations; the firm does not act as a portfolio manager or execute client trades.
The firm’s stated approach centers on mindfulness, flexibility, and simplicity, producing customized plans tailored to a client’s circumstances and reviewed on an as-needed cadence; clients retain discretion over implementation and are expected to arrange custody and transaction execution with third-party providers. MoneyByLisa does not provide ongoing supervisory portfolio management or custody of client assets, and it does not use percentage-of-assets-under-management fees.
Noteworthy features for a small independent practice include a regular offering of educational seminars and workshops for groups in addition to individual counseling, and a fee-for-service/session model rather than AUM-based billing. The firm’s principal combines graduate-level education and industry credentials in financial counseling and retirement planning with prior public-sector and career-coaching experience, and the practice intentionally focuses on planning, education, and coaching for a small client roster.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement withdrawal strategies
General estate planning guidance
Demographic focus
Women Professionals
Fee options
Three hour-long sessions package for $650; individual meetings at $225 each; educational workshops for groups at $800 per session.
Fee-only: Initial package of three hour-long sessions for $650 payable in advance; additional meetings billed individually at $225 per meeting, payable in advance; educational workshops for groups at $800 per one-hour session.
Main office location
MoneyByLisa LLC
Washington DC, United States
Number of offices
1
Most active in
MoneyByLisa LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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