Erik Moore
Moore Wealth · Frederick, Maryland
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.
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Who they serve
- Executives
- Pre-retirees
- Retirees
Facts
| Firm | Moore Wealth |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $156.9M across 563 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 6327156 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | moorewealthinc.com |
| Profile |
How Erik's firm compares
- Moore Wealth's average account is about $279,000, from its Form ADV (assets managed divided by 563 accounts).
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Questions about Erik
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.
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
- Moore Wealth 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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