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The Money Mission Limited Liability Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
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
10
LowAverage account size
$0
About
The firm serves individual investors seeking individualized financial goals, providing financial planning, investment advice, and one-on-one coaching. It recommends mutual funds and low-cost, index-tracking ETFs across equities, fixed income, real estate, and commodities, and conducts initial assessments followed by ongoing calls or meetings to support plan execution.
The advisor’s approach is education-focused and tailored to each client’s risk tolerance, time horizon, and financial goals; the firm teaches diversification and rebalancing and builds a written financial plan from client questionnaires and workbooks. The firm does not actively manage client accounts, does not accept discretionary authority or custody, and guides clients to execute trades through their own brokerages while conducting monthly oral reviews.
Notable distinctions include operating under a flat-fee, membership-style model rather than charging fees based on assets under management, and maintaining publications and a newsletter alongside books and one-on-one educational coaching. The firm also offers a 30-day money-back guarantee and states it does not receive compensation for brokerage recommendations or recommend third-party financial services for pay, a combination that is uncommon among independent advisers.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Financial coaching and investment advising
Financial coaching and investment advising
Expertise
Wealth management
Passive / index investing
Cash flow / budgeting
Fee options
Fee-only: Flat fee of $399 per month or $4,788 annually
Main office location
The Money Mission Limited Liability Company
Washington DC, United States
Number of offices
1
Most active in
The Money Mission Limited Liability Company has reported serving >5 clients in these states in the last 12 months.
District of Columbia
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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