# MONEY PLANS

MONEY PLANS of SILVER SPRING, MD is an SEC-registered investment adviser.

## Registration

- CRD: 104694
- Type: SEC-registered investment adviser
- SEC file number: 801-25959
- Location: 8701 GEORGIA AVE, SILVER SPRING, MD, 20910
- Phone: 301-589-4250
- Latest filing: 2026-02-25
- Regulatory AUM: $108.0M
- Discretionary AUM: $108.0M
- Clients: 1
- Accounts: 136

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| DOWNEY MARGARET ANN | PARTNER | — |
| LEISH DENISE JANICE | CHIEF COMPLIANCE OFFICER; PARTNER; PARTNER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104694/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104694/similar
- Related entities: https://search.stillhousedata.com/firm/104694/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104694

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.