# Jacob Moore

> Jacob Moore is a fee-only financial advisor at Pandowealth. in Wilmington, North Carolina. Pandowealth. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-moore/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Pandowealth.
- **Based in:** Wilmington, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $500.3M across 2,060 accounts
- **CRD:** 7184936 (https://adviserinfo.sec.gov/individual/summary/7184936)
- **SEC registration:** Investment adviser representative in GA, NC
- **Exams passed:** Series 63 (2019), Series 65 (2025)
- **Firm size:** 28 employees
- **Disclosures:** None reported
- **Website:** https://www.cfa401k.com/

## Frequently asked questions

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

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

### How does Jacob charge for financial advice?

Jacob's firm, Pandowealth., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jacob Moore based?

Jacob Moore is based in Wilmington, North Carolina.

### Is Jacob Moore registered with the SEC?

Yes. Jacob Moore is registered as an investment adviser representative in GA and NC (CRD 7184936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pandowealth. manage?

Pandowealth. reports $500.3M across 2,060 accounts in assets under management.

### How do I contact Jacob Moore?

Through Jacob's website, www.cfa401k.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7184936): 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

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