Hannah Moore
Guiding Wealth Management · Richardson, Texas
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $59.4M across 198 accounts |
| Credentials | CeFT · CFP |
| SEC registration | Investment adviser representative in CA, TX, VT · CRD 5553126 |
| Exams passed | Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | guidingwealth.com |
| Profile |
How Hannah's firm compares
- A one-time plan starts at $5,500, above the Texas median of $1,575 for fee-only firms that publish prices.
- Guiding Wealth Management's average account is about $300,000, from its Form ADV (assets managed divided by 198 accounts).
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Questions about Hannah
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Richardson
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Guiding Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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