# Joshua Moore

> Joshua Moore is a fee-only financial advisor at Mainsail Financial Group in Bellevue, Washington. Joshua charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/joshua-moore/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Mainsail Financial Group
- **Based in:** Bellevue, Washington
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $403.9M across 1,448 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees
- **CRD:** 7399790 (https://adviserinfo.sec.gov/individual/summary/7399790)
- **SEC registration:** Investment adviser representative in AK, CA, NH, OR, TX, WA
- **Exams passed:** Series 66 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.mainsailfg.com/

## Frequently asked questions

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

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

### How does Joshua charge for financial advice?

Joshua charges an ongoing planning fee.

### Where is Joshua Moore based?

Joshua Moore is based in Bellevue, Washington.

### What does Joshua specialize in?

Joshua's specialties include retirement planning, tax planning and estate & legacy planning. Joshua works with retirees.

### Is Joshua Moore registered with the SEC?

Yes. Joshua Moore is registered as an investment adviser representative in AK, CA, NH, OR, TX and WA (CRD 7399790), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mainsail Financial Group manage?

Mainsail Financial Group reports $403.9M across 1,448 accounts in assets under management.

### How do I contact Joshua Moore?

Through Joshua's website, www.mainsailfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7399790): 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
- The firm's website (https://www.mainsailfg.com/): specialties, clients served, and fees, checked October 30, 2026

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