# Hannah Moore

> Hannah Moore is a fee-only financial advisor at Guiding Wealth Management in Richardson, Texas, who holds the CeFT and CFP credentials. Hannah charges a percentage of assets and a one-time planning fee (one-time plans from $5,500 and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/hannah-moore/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Guiding Wealth Management
- **Based in:** Richardson, Texas
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,500; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $59.4M across 198 accounts
- **Credentials:** CeFT, CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5553126 (https://adviserinfo.sec.gov/individual/summary/5553126)
- **SEC registration:** Investment adviser representative in CA, TX, VT
- **Exams passed:** Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://guidingwealth.com

## Frequently asked questions

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

Yes. Hannah Moore is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hannah's firm.

### How does Hannah charge for financial advice?

Hannah charges a percentage of assets and a one-time planning fee.

### How much does Hannah charge?

According to Guiding Wealth Management's website, checked October 28, 2026: one-time plans from $5,500; 1% a year on the first tier of assets managed.

### Does Hannah work with clients virtually?

Yes. Guiding Wealth Management says on its website that it works with clients remotely.

### Where is Hannah Moore based?

Hannah Moore is based in Richardson, Texas.

### What does Hannah specialize in?

Hannah's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Hannah Moore hold?

Hannah Moore holds the CeFT and CFP credentials.

### Is Hannah Moore registered with the SEC?

Yes. Hannah Moore is registered as an investment adviser representative in CA, TX and VT (CRD 5553126), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Guiding Wealth Management manage?

Guiding Wealth Management reports $59.4M across 198 accounts in assets under management.

### How do I contact Hannah Moore?

Through Hannah's website, guidingwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38386): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://guidingwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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