Firm
MoneyByLisa
Washington, District of Columbia
Fee-only
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | moneybylisa.com |
| Phone | (267) 205-0327 |
MoneyByLisa fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $750 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"you will commit to 3 hour-long sessions, at a total cost of $750 payable in advance" source
"you will commit to 3 hour-long sessions, at a total cost of $750 payable in advance" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Individual clients | 20 |
| Financial planning | Offered |
| Form ADV filed | April 10, 2026 |
| SEC record | CRD 324148 |