Chloe Moore
Financial Staples · Atlanta, Georgia
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.
Request an introduction to Chloe →
Specialties
Who they serve
- Tech employees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $17.7M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, GA, TX · CRD 4823202 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | financialstaples.com |
| Profile |
How Chloe's firm compares
- Ongoing planning starts at $6,000 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- Financial Staples's average account is about $227,000, from its Form ADV (assets managed divided by 78 accounts).
Request an introduction to Chloe
Tell Chloe a little about what you're looking for. Chloe 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 Chloe
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.
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
- Financial Staples 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.