Moonshot Planning LLC

Overview

Moonshot Planning LLC operates as an independent registered investment adviser organized as a limited liability company. The firm focuses on financial planning and portfolio management for individuals and small businesses, delivering services under a fixed-fee model rather than asset-based or commission compensation. Filings identify the firm as an active ESG investor, which suggests environmental, social and governance considerations are incorporated into research and portfolio construction. The advisory mandate appears tilted toward non-discretionary relationships: the firm’s reported assets are classified as non-discretionary, which implies clients retain trading authority while Moonshot Planning provides planning, advice and model recommendations. Moonshot Planning does not function as a capital allocator or launch external funds; instead it builds client portfolios from public market securities and third‑party investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices