M
$820.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-07-2023
- Office Locations
- 1
Office Locations
-- Montclair CA
About Moonshot Planning LLC
Moonshot Planning is a fee-only, fiduciary CFP firm serving content creators, freelancers, and other self-employed clients nationwide via virtual planning. They build systems for irregular income—cash flow, quarterly tax strategy, and retirement/investment plan setup and automation. Investment implementation is primarily ETF-based, with Altruist available for custody, and the firm emphasizes creator education/community.
Team overview
23 AVG AGE
$820.0K AVG AUM / ADVISOR
$102.5K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
L
LOUIS GUAJARDO
Chief Compliance Officer, FOUNDER
- CRD
- #7431327
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $820,046 | -- |
| Total | $820,046 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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