MONEY PLANS

MONEY PLANS of SILVER SPRING, MD is an SEC-registered investment adviser (CRD 104694). Regulatory assets under management: $108.0M.

Registration

• CRD: 104694
• SEC file number: 801-25959
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 104694 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search