Louis Guajardo
Moonshot Planning · Montclair, California
Louis Guajardo is a fee-only financial advisor at Moonshot Planning in Montclair, California, who holds the CFP credential. Louis charges an ongoing planning fee (ongoing planning from $2,400 a year and no asset minimum) and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Moonshot Planning |
|---|---|
| Based in | Montclair, California |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 29 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA · CRD 7431327 |
| Exams passed | Series 63 (2021) · Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.moonshotplanning.com |
| Profile |
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Questions about Louis
Is Louis Guajardo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Moonshot Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis charges an ongoing planning fee.
How much does Louis charge?
According to Moonshot Planning's website, checked October 30, 2026: ongoing planning from $2,400 a year; no asset minimum.
Does Louis work with clients virtually?
Yes. Moonshot Planning says on its website that it works with clients remotely.
Where is Louis Guajardo based?
Louis Guajardo is based in Montclair, California.
What does Louis specialize in?
Louis's specialties include tax planning and small business owners. Louis works with early-career professionals.
What credentials does Louis Guajardo hold?
Louis Guajardo holds the CFP credential.
Is Louis Guajardo registered with the SEC?
Yes. Louis Guajardo is registered as an investment adviser representative in AZ and CA (CRD 7431327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moonshot Planning manage?
Moonshot Planning reports $1.2M across 29 accounts in assets under management.
How do I contact Louis Guajardo?
Through Louis's website, www.moonshotplanning.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
- Moonshot Planning 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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