# Moonshot Planning LLC

> Moonshot Planning LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 329154
- Filed as: MOONSHOT PLANNING LLC
- Legal name: Brighter Days Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329154
- AdvisorCensus page: https://advisorcensus.com/firm/moonshot-planning-llc-329154

## Quick answers

**How is Moonshot Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moonshot Planning LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Moonshot Planning LLC registered with the SEC or a state?**
Moonshot Planning LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 329154.

**How much does Moonshot Planning LLC manage?**
Moonshot Planning LLC reports $820,046 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Moonshot Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Moonshot Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329154

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $820,046
- Discretionary: $0
- Non-discretionary: $820,046

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $820,046 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- moonshotplanning.com
- LinkedIn @moonshot-planning
- LinkedIn @louis-guajardo-cfp®-2708b21b5
- X @LouisGuajardo

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moonshot Planning LLC (CRD 329154): Form ADV filing data as of October 2026.