# Denise Leish

> Denise Leish is a fee-only financial advisor at Money Plans in Silver Spring, Maryland, who holds the BS and MBA credentials. Denise charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $500 and $315 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/denise-leish/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Money Plans
- **Based in:** Silver Spring, Maryland
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** one-time plans from $500; $315 an hour; 1.5% a year on the first tier of assets managed
- **Assets under management (firm):** $108.0M across 136 accounts
- **Credentials:** BS, MBA
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2088024 (https://adviserinfo.sec.gov/individual/summary/2088024)
- **SEC registration:** Investment adviser representative in MD, VA
- **Exams passed:** Series 65 (1992)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://moneyplans.com

## Frequently asked questions

### Is Denise Leish a fee-only financial advisor?

Yes. Denise Leish is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Denise's firm.

### How does Denise charge for financial advice?

Denise charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Denise charge?

According to Money Plans's website, checked October 28, 2026: one-time plans from $500; $315 an hour; 1.5% a year on the first tier of assets managed.

### Where is Denise Leish based?

Denise Leish is based in Silver Spring, Maryland.

### What does Denise specialize in?

Denise's specialties include retirement planning. Denise works with retirees and pre-retirees.

### What credentials does Denise Leish hold?

Denise Leish holds the BS and MBA credentials.

### Is Denise Leish registered with the SEC?

Yes. Denise Leish is registered as an investment adviser representative in MD and VA (CRD 2088024), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Money Plans manage?

Money Plans reports $108.0M across 136 accounts in assets under management.

### How do I contact Denise Leish?

Through Denise's website, moneyplans.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1555): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://moneyplans.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.