Moonshot Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$820,046
Clients
8
0% 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
8
Very LowAverage account size
$102,506
About
Moonshot Planning LLC serves individual clients, high‑net‑worth individuals, and business owners. The firm is fee‑only and provides written financial planning (both ongoing and project‑based), investment management as part of ongoing planning, estate planning education, insurance reviews, and financial coaching.
The firm’s investment approach combines fundamental analysis and Modern Portfolio Theory, uses a mix of passive and active vehicles, and can incorporate socially conscious (ESG) options when requested. It delivers tailored plans and regular reviews, uses projections and modeled scenarios (e.g., retirement and college‑savings projections) in its advice, and manages client accounts on a non‑discretionary basis requiring client approval for trades.
Moonshot is distinctive among independent advisors in that it charges recurring fixed and project fees rather than primarily using percentage‑of‑AUM billing, and nearly all reported assets are managed non‑discretionarily (the brochure lists $768,157 in non‑discretionary AUM and $0 discretionary). The principal also provides separate business consulting through a related entity (Guajardo Consultants) and the brochure discloses that consulting engagements may include equity or performance‑linked compensation, which the firm says it addresses through entity separation, disclosure, and client consent.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
Project-Based Financial Planning fixed fees range from $2,000 to $12,000.
Ongoing Financial Planning fees are recurring fixed fees paid monthly, ranging from $150 to $1,500 per month.
Fee-only: Ongoing Financial Planning fees range from $150 to $1,500 per month, paid monthly in advance; Project-Based Financial Planning fees range from $2,000 to $12,000 fixed fee.
Main office location
Moonshot Planning LLC
Montclair CA, United States
Number of offices
1
Most active in
Moonshot Planning LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California
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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