Andrew Katz-Moses
Katz-Moses Financial, LLC · Washington, District of Columbia
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.
Request an introduction to Andrew →
Specialties
Who they serve
- Retirees
- High earners
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 | $25.4M across 275 accounts |
| Credentials | CFP · M.Ed. |
| SEC registration | Investment adviser representative in DC, MD, TX · CRD 7147274 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | katzmosesfinancial.com |
How Andrew's firm compares
- Ongoing planning starts at $6,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Katz-Moses Financial, LLC's average account is about $93,000, from its Form ADV (assets managed divided by 275 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Katz-Moses Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.