Moonshot Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$18,000

“The Horizon Plan The Orbit Plan Annual Ongoing Financial Planning Fee Structure $1,500 - $6,000 $6,001 - $9,000 $9,001 - $18,000 MSP includes investment management as part of this on-going financial planning fee.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Moonshot Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Throughout the year, we provide regular check-ins, email support, and quarterly meetings to review financial plans, tax strategies, company benefits, estate plans, and business planning needs.”
• “Fees are paid monthly in advance, ranging from $150 - $1,500.”
• “Fees are negotiable and the final agreed-upon fee will be outlined in your Advisory Contract.”

How Moonshot Planning LLC’s fees compare

• Its flat or project fee of $1,500-$18,000 spans the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Moonshot Planning LLC

• Principal: Louis Guajardo
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$820,046

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329154

Website

x.com/LouisGuajardo (opens in new tab)

Phone

(714) 248-6834

Can advise clients in 2 states: Arizona, California

Other planners in California that publish fees

• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr
• 7 Streets Financial, LLCSan Diego$100⁠-⁠$400/hr, Up to $15,000

Compare all 1,914 planners in California