Ann Moore
Martel Wealth Advisors · Vancouver, Washington
Ann Moore is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington, who holds the CFA credential. Ann focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 6673995 |
| Exams passed | Series 63 (2016) · Series 65 (2021) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
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Questions about Ann
Is Ann Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and Martel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann charge for financial advice?
Ann's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Ann Moore based?
Ann Moore is based in Vancouver, Washington.
What does Ann specialize in?
Ann's specialties include physicians & residents, small business owners and retirement planning. Ann works with physicians.
What credentials does Ann Moore hold?
Ann Moore holds the CFA credential.
Is Ann Moore registered with the SEC?
Yes. Ann Moore is registered as an investment adviser representative in WA (CRD 6673995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martel Wealth Advisors manage?
Martel Wealth Advisors reports $1.46B across 2,787 accounts in assets under management.
How do I contact Ann Moore?
Through Ann's website, www.martelwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Martel Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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