# Chloe Moore

> Chloe Moore is a fee-only financial advisor at Financial Staples in Atlanta, Georgia, who holds the CFP credential. Chloe charges an ongoing planning fee and a flat fee or retainer (ongoing planning from $6,000 a year) and focuses on equity compensation, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Financial Staples
- **Based in:** Atlanta, Georgia
- **Fee model:** Ongoing planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $6,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $17.7M across 78 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Tech employees, High earners
- **CRD:** 4823202 (https://adviserinfo.sec.gov/individual/summary/4823202)
- **SEC registration:** Investment adviser representative in CA, GA, TX
- **Exams passed:** Series 63 (2004)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://financialstaples.com

## Frequently asked questions

### Is Chloe Moore a fee-only financial advisor?

Yes. Chloe Moore 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 Chloe's firm.

### How does Chloe charge for financial advice?

Chloe charges an ongoing planning fee and a flat fee or retainer.

### How much does Chloe charge?

According to Financial Staples's website, checked October 28, 2026: ongoing planning from $6,000 a year.

### Does Chloe work with clients virtually?

Yes. Financial Staples says on its website that it works with clients remotely.

### Where is Chloe Moore based?

Chloe Moore is based in Atlanta, Georgia.

### What does Chloe specialize in?

Chloe's specialties include equity compensation, tax planning, estate & legacy planning and retirement planning. Chloe works with tech employees and high earners.

### What credentials does Chloe Moore hold?

Chloe Moore holds the CFP credential.

### Is Chloe Moore registered with the SEC?

Yes. Chloe Moore is registered as an investment adviser representative in CA, GA and TX (CRD 4823202), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Financial Staples manage?

Financial Staples reports $17.7M across 78 accounts in assets under management.

### How do I contact Chloe Moore?

Through Chloe's website, financialstaples.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39054): 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://www.financialstaples.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.