A complete list of active advisors currently associated with MoneySense LLC
Warmer can help you find a great advisor at MoneySense LLC or one who fits your needs even better.
Money Sense LLC provides financial planning and education to individuals, families and high-net-worth clients seeking guidance on retirement, tax planning, cash flow, employee benefits, college savings and risk management. Services are delivered through limited-scope advisory consultations and online educational content rather than ongoing portfolio management. The firm does not manage client investment accounts or accept discretionary authority; instead it analyzes clients’ existing investments and offers recommendations grounded in Modern Portfolio Theory, with an emphasis on passive, low‑cost, diversified funds. Advice also covers tax-aware, estate and distribution planning and the firm encourages clients to implement recommendations through their chosen custodians or other professionals. Distinctive for an independent adviser, Money Sense does not charge percentage-of-assets fees nor provide portfolio management services, instead delivering paid, session-based advice and an online educational program. The firm’s principal is a CFP practitioner who maintains insurance licenses for advisory purposes and discloses ownership of rental properties as other business activities the firm manages to avoid conflicts.
To learn more about the advisors currently working at MoneySense LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Missoula, MT
| 19
|
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