Christy Moore
Stewardship Wealth Management Solutions · Huntington Beach, California
Christy Moore is a fee-only financial advisor at Stewardship Wealth Management Solutions in Huntington Beach, California. Stewardship Wealth Management Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Stewardship Wealth Management Solutions |
|---|---|
| Based in | Huntington Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $153.1M across 596 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7515392 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stewardshipwms.com |
How Christy's firm compares
- Stewardship Wealth Management Solutions's average account is about $257,000, from its Form ADV (assets managed divided by 596 accounts).
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Questions about Christy
Is Christy Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christy holds no broker registration, and Stewardship Wealth Management Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christy charge for financial advice?
Christy's firm, Stewardship Wealth Management Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christy Moore based?
Christy Moore is based in Huntington Beach, California.
Is Christy Moore registered with the SEC?
Yes. Christy Moore is registered as an investment adviser representative in CA (CRD 7515392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Wealth Management Solutions manage?
Stewardship Wealth Management Solutions reports $153.1M across 596 accounts in assets under management.
How do I contact Christy Moore?
Through Christy's website, www.stewardshipwms.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Huntington Beach
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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