# Andrew Katz-Moses

> Andrew Katz-Moses is a fee-only financial advisor at Katz-Moses Financial, LLC in Washington, District of Columbia, who holds the CFP and M.Ed. credentials. Andrew charges an ongoing planning fee and a percentage of assets (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and student loans.

Page: https://find.wellspent.co/advisors/andrew-katz-moses/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Katz-Moses Financial, LLC
- **Based in:** Washington, District of Columbia
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $25.4M across 275 accounts
- **Credentials:** CFP, M.Ed.
- **Specialties:** Tax planning, Retirement planning, Student loans
- **Works with:** Retirees, High earners
- **CRD:** 7147274 (https://adviserinfo.sec.gov/individual/summary/7147274)
- **SEC registration:** Investment adviser representative in DC, MD, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://katzmosesfinancial.com

## Frequently asked questions

### Is Andrew Katz-Moses a fee-only financial advisor?

Yes. Andrew Katz-Moses is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges an ongoing planning fee and a percentage of assets.

### How much does Andrew charge?

According to Katz-Moses Financial, LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed.

### Where is Andrew Katz-Moses based?

Andrew Katz-Moses is based in Washington, District of Columbia.

### What does Andrew specialize in?

Andrew's specialties include tax planning, retirement planning and student loans. Andrew works with retirees and high earners.

### What credentials does Andrew Katz-Moses hold?

Andrew Katz-Moses holds the CFP and M.Ed. credentials.

### Is Andrew Katz-Moses registered with the SEC?

Yes. Andrew Katz-Moses is registered as an investment adviser representative in DC, MD and TX (CRD 7147274), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Katz-Moses Financial, LLC manage?

Katz-Moses Financial, LLC reports $25.4M across 275 accounts in assets under management.

### How do I contact Andrew Katz-Moses?

Through Andrew's website, katzmosesfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47347): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://katzmosesfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.