Money Plans

Money Plans (CRD# 104694) is a financial advisory firm headquartered in Silver Spring, MD. They manage $76,014,602 in 251 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $302,847
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Money Plans
Showing 1 - 1 of 1 top financial advisors.
1
Denise J. Leish
CRD#: 2088024
8701 Georgia Ave, #710, Silver Spring, MD 20910
93
Wealthminder
score

Denise Leish (CRD# 2088024) is an Investment Advisor Representative working at Money Plans in Silver Spring, MD and has over 24 years of experience in the finance industry.

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