Moonshot Planning LLC
RIAState Registered
Total AUM
$1.2M
Discretionary
$0
0% of AUM
Avg account
$42.2K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329154
- Website
- moonshotplanning.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Moonshot Planning LLC is an independent, individual‑owned RIA organized as an LLC that provides financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed‑fee model and reports an emphasis on equity investing and ESG considerations—its profile lists it as an active ESG investor. State registration appears in Arizona and California. Services focus on one‑on‑one planning and investment management rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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