A complete list of active advisors currently associated with Moonshot Planning LLC
Warmer can help you find a great advisor at Moonshot Planning LLC or one who fits your needs even better.
Moonshot Planning is a fee‑only independent advisory firm that works primarily with individuals, high‑net‑worth clients, and business owners through ongoing financial planning engagements. Services include combined financial planning and investment management, limited‑scope recommendations delivered through the Club Money app, and optional tax and bookkeeping add‑ons for clients with active planning agreements. The firm delivers investment management on a non‑discretionary basis and states $1,224,888 in non‑discretionary assets under management, using methods that include fundamental analysis, Modern Portfolio Theory, and a mix of passive and active funds (with socially conscious options when requested). Financial planning work includes written plans and scenario projections to evaluate a client’s likelihood of meeting goals, with ongoing monitoring and periodic reviews rather than discretionary trading authority. Moonshot’s business model differs from many peers in several ways: it charges recurring fixed planning fees rather than a standard percentage‑of‑AUM fee, offers integrated bookkeeping and tax coordination (with tax returns prepared by an unaffiliated firm, Uprise, and bookkeeping access limited to read‑only), and the principal operates a separate entity, Moonshot Collective, that provides content, marketing, and fractional CFO consulting to businesses—arrangements the brochure discloses as potential conflicts of interest and describes how they are managed.
To learn more about the advisors currently working at Moonshot Planning 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 |
|---|---|---|
Montclair, CA
| 5
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)