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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2022
- Office Locations
- 1
Office Locations
About Money Blossoms
Money Blossoms is a fee-only fiduciary RIA based near Portland (Beaverton), Oregon, providing holistic financial planning with ongoing investment management, plus quick-start plans and small-group workshops focused on education, coaching, and support. Founded by CFP professional and Enrolled Agent Lissa Piper (MBA, AWMA), the firm does not sell products or take commissions and typically custodies assets at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LISSA PIPER
Chief Compliance Officer, Chief Executive Officer, Financial Planner, FOUNDER
- CRD
- #7483820
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,408,272 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,408,272 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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