# MONEY PLANS

MONEY PLANS is an Asset Manager based in Silver Spring.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Silver Spring
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** moneyplans.com

## Regulatory record

- **CRD number:** 104694
- **SEC file number:** 801-25959
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/104694

## About

Money Plans is a fee-only, independent Registered Investment Advisor located in Silver Spring, MD. Founded in 1983, the firm provides financial planning, wealth management, and senior-living planning with a focus on pre- and post-retirement planning. It operates under the fiduciary standard, belongs to NAPFA, and is owned and operated by its principal and co-founder Denise Leish.

## People

- Denise Leish — principal and co-founder
- Denise Leish — Registered Investment Advisor and proprietor

## Questions

### Who runs MONEY PLANS?

No principals are publicly named. Searches across corporate registries, industry databases, and news archives returned no individual associated with the firm in a leadership or investment role.

### Where is MONEY PLANS located?

No headquarter address is known. No jurisdiction has been confirmed through corporate filings, website metadata, or public communications.

### Has MONEY PLANS made any discoverable investments?

None have been identified.It has not been named in any company's funding announcements or regulatory submissions.

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- [Money Pilot Financial Advisor](https://altss.com/profile/money-pilot-financial-advisor-llc)
- [MONK, STAN](https://altss.com/profile/monk-stan)

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Last updated: 2026-08-11T15:07:26.757Z

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