James Moore
Timberchase Financial · Homewood, Alabama
James Moore is a fee-only financial advisor at Timberchase Financial in Homewood, Alabama, who holds the CFP credential. Timberchase Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Timberchase Financial |
|---|---|
| Based in | Homewood, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $280.2M across 830 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TX · CRD 7289051 |
| Exams passed | Series 65 (2020) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.timberchase.net |
How James's firm compares
- Timberchase Financial's average account is about $338,000, from its Form ADV (assets managed divided by 830 accounts).
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Questions about James
Is James Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Timberchase Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Timberchase Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Moore based?
James Moore is based in Homewood, Alabama.
What credentials does James Moore hold?
James Moore holds the CFP credential.
Is James Moore registered with the SEC?
Yes. James Moore is registered as an investment adviser representative in AL and TX (CRD 7289051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Timberchase Financial manage?
Timberchase Financial reports $280.2M across 830 accounts in assets under management.
How do I contact James Moore?
Through James's website, www.timberchase.net.
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
- 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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