MoneyByLisa LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
26
23% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$0
About
The firm provides fee-for-service financial coaching and planning to individual and family clients through one-on-one engagements and written plans. Services cover cash flow and budgeting, debt management, retirement and distribution planning, education funding, risk management, estate and charitable giving, and divorce planning, and the firm also presents periodic educational workshops for groups.
It delivers customized, modular or broad-based financial plans in a series of scheduled phone or video sessions, with clients retaining discretion to implement recommendations; the firm does not provide ongoing portfolio management, execute trades, or take custody of client assets. Investment consultation may include analysis of mutual funds and ETFs, consideration of asset allocation frameworks (including modern portfolio theory and passive strategies), tax-efficiency issues, and retirement-plan rollover tradeoffs.
Compared with most independent advisers, the firm is distinctive for combining one-on-one coaching with a formal workshop program and operating on a flat-fee/meeting-based model rather than charging percentage‑of‑AUM fees or earning commissions. It traces its roots to a financial coaching practice, emphasizes written deliverables and flexible meeting cadences, and the principal holds industry credentials and an MBA while performing limited volunteer financial coaching in the community.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
General retirement planning
Charitable giving & philanthropy
Divorce financial planning
Demographic focus
Women Professionals
Fee options
$750 total for initial three hour-long sessions; $250 per additional hour-long meeting; $800 for single one-hour educational workshop
Minimum fee: Three hour-long sessions for a total cost of $750 payable in advance; individual meetings billed at $250 per meeting Fee-only: Financial planning sessions charged as flat fees; $750 for initial three sessions or $250 for individual sessions; $800 flat fee for group educational workshop (one hour)
Main office location
MoneyByLisa LLC
Washington DC, United States
Number of offices
1
Most active in
MoneyByLisa LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Maryland · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")