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 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.
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
| 4
|
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