Cole Leonida
John Moore Associates · Scottsdale, Arizona
Cole Leonida is a fee-only financial advisor at John Moore Associates in Scottsdale, Arizona. Cole focuses on retirement planning, tax planning and estate & legacy planning. John Moore Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
Facts
| Firm | John Moore Associates |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.03B across 2,683 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6750989 |
| Exams passed | Series 63 (2017) · Series 66 (2017) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | johnmoore.com |
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Questions about Cole
Is Cole Leonida a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole holds no broker registration, and John Moore Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cole charge for financial advice?
Cole's firm, John Moore Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Cole charge?
According to John Moore Associates's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Cole Leonida based?
Cole Leonida is based in Scottsdale, Arizona.
What does Cole specialize in?
Cole's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and small business owners. Cole works with retirees, pre-retirees, executives and founders.
Is Cole Leonida registered with the SEC?
Yes. Cole Leonida is registered as an investment adviser representative in AZ (CRD 6750989), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John Moore Associates manage?
John Moore Associates reports $1.03B across 2,683 accounts in assets under management.
How do I contact Cole Leonida?
Through Cole's website, johnmoore.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
- John Moore Associates 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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