Lissa Piper
Money Blossoms · Beaverton, Oregon
Lissa Piper is a fee-only financial advisor at Money Blossoms in Beaverton, Oregon, who holds the CFP, MBA and EA credentials. Lissa charges an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning and retirement planning.
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Specialties
Facts
| Firm | Money Blossoms |
|---|---|
| Based in | Beaverton, Oregon |
| Fee model | Ongoing planning fee · One-time planning fee |
| Works virtually | Yes |
| Assets under management | $7.6M across 18 accounts |
| Credentials | CFP · MBA · EA |
| SEC registration | Investment adviser representative in OR · CRD 7483820 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | moneyblossoms.com |
| Profile |
How Lissa's firm compares
- Money Blossoms's average account is about $425,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Lissa
Is Lissa Piper a fee-only financial advisor?
Yes. Lissa Piper is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lissa's firm.
How does Lissa charge for financial advice?
Lissa charges an ongoing planning fee and a one-time planning fee.
Does Lissa work with clients virtually?
Yes. Money Blossoms says on its website that it works with clients remotely.
Where is Lissa Piper based?
Lissa Piper is based in Beaverton, Oregon.
What does Lissa specialize in?
Lissa's specialties include estate & legacy planning and retirement planning.
What credentials does Lissa Piper hold?
Lissa Piper holds the CFP, MBA and EA credentials.
Is Lissa Piper registered with the SEC?
Yes. Lissa Piper is registered as an investment adviser representative in OR (CRD 7483820), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Money Blossoms manage?
Money Blossoms reports $7.6M across 18 accounts in assets under management.
How do I contact Lissa Piper?
Through Lissa's website, moneyblossoms.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Money Blossoms 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.
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