Lisa Whitley
MoneyByLisa · Washington, District of Columbia
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.
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Specialties
Who they serve
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 2281137 |
| Exams passed | Series 63 (1992) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.moneybylisa.com |
| Profile |
Request an introduction to Lisa
Tell Lisa a little about what you're looking for. Lisa 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 Lisa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- MoneyByLisa website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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