Betsy Moszeter
Reflection Asset Management · Isle Of Palms, South Carolina
Betsy Moszeter is a fee-only financial advisor at Reflection Asset Management in Isle Of Palms, South Carolina. Reflection Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Reflection Asset Management |
|---|---|
| Based in | Isle Of Palms, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $228.9M across 121 accounts |
| SEC registration | Investment adviser representative in CO · CRD 5192402 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | wmnomics.com |
| Profile |
How Betsy's firm compares
- Reflection Asset Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Betsy
Is Betsy Moszeter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Betsy holds no broker registration, and Reflection Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Betsy charge for financial advice?
Betsy's firm, Reflection Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Betsy Moszeter based?
Betsy Moszeter is based in Isle Of Palms, South Carolina.
Is Betsy Moszeter registered with the SEC?
Yes. Betsy Moszeter is registered as an investment adviser representative in CO (CRD 5192402), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Reflection Asset Management manage?
Reflection Asset Management reports $228.9M across 121 accounts in assets under management.
How do I contact Betsy Moszeter?
Through Betsy's website, wmnomics.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
- 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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