RIA Intel›Advisers›Maryland›MONEY PLANS, LLC

MONEY PLANS, LLC

Advisory

SILVER SPRING, MD

Data as of Feb 25, 2026 · Source: SEC Form ADV

Rank in MD
#352
of 468 advisers by AUM
AUM change, 1 year
+9.9%
53rd percentile in MD
AUM CAGR, 3 year
+16.8%
compound annual growth
Average account
$794K
across 136 accounts
AUM per adviser
$108M
1 advisers
Filing history
15
filings since 2001

Source: SEC Form ADV. Figures as filed Feb 25, 2026.

Total AUM
$108M
1-Year AUM Growth
+9.9%
3-Year CAGR
+16.8%
Employees
1
Assets Under Management
Total AUM$108M
Discretionary AUM$108M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingJan 12, 2001
Latest FilingFeb 25, 2026
Full AUM trend chart and 15 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InDC, MD, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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