# Erik Moore

> Erik Moore is a fee-only financial advisor at Moore Wealth in Frederick, Maryland. Moore Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/erik-moore/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Moore Wealth
- **Based in:** Frederick, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $156.9M across 563 accounts
- **Works with:** Executives, Pre-retirees, Retirees
- **CRD:** 6327156 (https://adviserinfo.sec.gov/individual/summary/6327156)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://moorewealthinc.com

## Frequently asked questions

### Is Erik Moore a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Moore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik's firm, Moore Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Erik Moore based?

Erik Moore is based in Frederick, Maryland.

### Is Erik Moore registered with the SEC?

Yes. Erik Moore is registered as an investment adviser representative in MD and TX (CRD 6327156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Moore Wealth manage?

Moore Wealth reports $156.9M across 563 accounts in assets under management.

### How do I contact Erik Moore?

Through Erik's website, moorewealthinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6327156): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.moorewealthinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.