Douglas Moore
Financial Counseling · Springboro, Ohio
Douglas Moore is a fee-only financial advisor at Financial Counseling in Springboro, Ohio. Financial Counseling reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Counseling |
|---|---|
| Based in | Springboro, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $100.1M across 708 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4824758 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.financialcounselinginc.com |
How Douglas's firm compares
- Financial Counseling's average account is about $141,000, from its Form ADV (assets managed divided by 708 accounts).
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Questions about Douglas
Is Douglas Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Financial Counseling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Financial Counseling, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Douglas charge?
According to Financial Counseling's website, checked October 30, 2026: no asset minimum.
Where is Douglas Moore based?
Douglas Moore is based in Springboro, Ohio.
Is Douglas Moore registered with the SEC?
Yes. Douglas Moore is registered as an investment adviser representative in OH (CRD 4824758), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Counseling manage?
Financial Counseling reports $100.1M across 708 accounts in assets under management.
How do I contact Douglas Moore?
Through Douglas's website, www.financialcounselinginc.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
- Financial Counseling 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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