John Onesti
John Moore Associates · Albuquerque, New Mexico
John Onesti is a fee-only financial advisor at John Moore Associates in Albuquerque, New Mexico, who holds the CFP credential. John focuses on retirement planning, tax planning and estate & legacy planning. John Moore Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
Facts
| Firm | John Moore Associates |
|---|---|
| Based in | Albuquerque, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.03B across 2,683 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NM · CRD 4288152 |
| Exams passed | Series 63 (2016) · Series 66 (2003) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | johnmoore.com |
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Questions about John
Is John Onesti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and John Moore Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, John Moore Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does John charge?
According to John Moore Associates's website, checked October 30, 2026: a $500,000 asset minimum.
Where is John Onesti based?
John Onesti is based in Albuquerque, New Mexico.
What does John specialize in?
John's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and small business owners. John works with retirees, pre-retirees, executives and founders.
What credentials does John Onesti hold?
John Onesti holds the CFP credential.
Is John Onesti registered with the SEC?
Yes. John Onesti is registered as an investment adviser representative in NM (CRD 4288152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John Moore Associates manage?
John Moore Associates reports $1.03B across 2,683 accounts in assets under management.
How do I contact John Onesti?
Through John's website, johnmoore.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
- John Moore Associates 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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