Firm
Moonshot Planning
Montclair, California
Fee-only
Facts
| Based in | Montclair, California |
|---|---|
| Website | moonshotplanning.com |
| Phone | (714) 248-6834 |
Moonshot Planning 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee |
In the firm's words
"Starting at $200/ month" source
"No minimum" source
"Starting at $200/ month" source
"Most clients pay a flat ongoing planning fee that's billed monthly" 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 |
|---|---|
| Assets managed | $1 million |
| Individual clients | 11 |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 329154 |