Donna Cournoyer
Moore Financial Advisors · Middletown, Rhode Island
Donna Cournoyer is a fee-only financial advisor at Moore Financial Advisors in Middletown, Rhode Island. Moore Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Moore Financial Advisors |
|---|---|
| Based in | Middletown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.2M across 350 accounts |
| SEC registration | Investment adviser representative in RI · CRD 5694052 |
| Exams passed | Series 65 (2023) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mooreadvisors.com |
How Donna's firm compares
- Moore Financial Advisors's average account is about $364,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Donna
Is Donna Cournoyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donna holds no broker registration, and Moore Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donna charge for financial advice?
Donna's firm, Moore Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donna Cournoyer based?
Donna Cournoyer is based in Middletown, Rhode Island.
Is Donna Cournoyer registered with the SEC?
Yes. Donna Cournoyer is registered as an investment adviser representative in RI (CRD 5694052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moore Financial Advisors manage?
Moore Financial Advisors reports $127.2M across 350 accounts in assets under management.
How do I contact Donna Cournoyer?
Through Donna's website, mooreadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
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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