# Lisa Whitley

> Lisa Whitley is a fee-only financial advisor at MoneyByLisa in Washington, District of Columbia. Lisa charges a one-time planning fee (one-time plans from $750) and focuses on retirement planning and student loans.

Page: https://find.wellspent.co/advisors/lisa-whitley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MoneyByLisa
- **Based in:** Washington, District of Columbia
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $750
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Specialties:** Retirement planning, Student loans
- **Works with:** Mid-life transitions
- **CRD:** 2281137 (https://adviserinfo.sec.gov/individual/summary/2281137)
- **SEC registration:** Investment adviser representative in DC, MD, VA
- **Exams passed:** Series 63 (1992), Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.moneybylisa.com/

## Frequently asked questions

### Is Lisa Whitley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and MoneyByLisa reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lisa charge for financial advice?

Lisa charges a one-time planning fee.

### How much does Lisa charge?

According to MoneyByLisa's website, checked October 30, 2026: one-time plans from $750.

### Does Lisa work with clients virtually?

Yes. MoneyByLisa says on its website that it works with clients remotely.

### Where is Lisa Whitley based?

Lisa Whitley is based in Washington, District of Columbia.

### What does Lisa specialize in?

Lisa's specialties include retirement planning and student loans. Lisa works with mid-life transitions.

### Is Lisa Whitley registered with the SEC?

Yes. Lisa Whitley is registered as an investment adviser representative in DC, MD and VA (CRD 2281137), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Lisa Whitley?

Through Lisa's website, www.moneybylisa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2281137): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.moneybylisa.com/): specialties, clients served, and fees, checked October 30, 2026

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