The Money Mission Limited Liability Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Money Mission LLC provides individualized financial planning and investment advice to individual investors, delivering guidance and education primarily through one-on-one calls and meetings. It recommends mutual funds and low-cost, index-tracking exchange-traded funds across equities, fixed income, real estate, and commodities to help clients pursue long-term goals.
The firm structures engagement around an initial assessment, a client questionnaire and a financial game-plan workbook, and conducts oral account reviews during monthly calls rather than providing written reports. It does not take custody of client assets or accept discretionary trading authority, and it guides clients to hold investments at third‑party brokerages while assisting with account setup and implementation.
Distinctive for a solo independent adviser, The Money Mission operates on a flat-fee coaching model rather than charging percentage‑of‑assets fees and does not provide discretionary portfolio management for clients. The firm also publishes educational materials and a newsletter and offers books and one‑on‑one coaching, reflecting an education-first service mix that differs from many peers.
Client services
Expertise
Fee options
Flat fee of $399 per month or $4,788 annually
Minimum fee: Flat fee of $399 per month or $4,788 annually
Main office
Washington DC
Advisors at this office
1
Most active in
District of Columbia
Also doing business as
Patrick Weinert · The Money Mission Limited Liability Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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