The Money Mission Limited Liability Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fee-only: 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.
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
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