Denise Leish
Money Plans · Silver Spring, Maryland
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.
Request an introduction to Denise →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $108.0M across 136 accounts |
| Credentials | BS · MBA |
| SEC registration | Investment adviser representative in MD, VA · CRD 2088024 |
| Exams passed | Series 65 (1992) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | moneyplans.com |
How Denise's firm compares
- A one-time plan starts at $500, below the Maryland median of $830 for fee-only firms that publish prices.
- The hourly rate is $315, in line with the Maryland median of $300 for fee-only firms that publish prices.
- Money Plans's average account is about $794,000, from its Form ADV (assets managed divided by 136 accounts).
Request an introduction to Denise
Tell Denise a little about what you're looking for. Denise isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Denise
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Silver Spring
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Money Plans website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.