# Money Pilot Financial Advisor

Money Pilot Financial Advisor is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** moneypilot.com
- **LinkedIn:** https://www.linkedin.com/company/kathleen-cannon-81653244

## Regulatory record

- **CRD number:** 306895
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306895

## About

MONEY PILOT FINANCIAL ADVISOR LLC is an SEC-registered investment adviser. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Money Pilot Financial Advisor a fee-only or commission-based firm?

Money Pilot Financial Advisor is structured as a fee-only registered investment advisor. This means the firm's compensation comes exclusively from client-paid advisory fees, not from commissions on financial products sold. The fee-only model creates a fiduciary obligation to prioritize client interests, avoiding the conflicts inherent in commission-based brokerage relationships.

### Is Money Pilot Financial Advisor affiliated with a larger financial institution?

The firm's name and available public records suggest it operates independently rather than as part of a bank, insurance company, or national wirehouse. Independence is a structural characteristic of many RIAs, allowing the firm to select investments and custodians without corporate-directed product preferences, though the firm does not publicize its custodial relationships.

## Related profiles

- [Money Neko](https://altss.com/profile/money-neko)
- [MONEY PLANS](https://altss.com/profile/money-plans)

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Last updated: 2026-06-03T20:00:00.000Z

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