Joshua Moore
Mainsail Financial Group · Bellevue, Washington
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Mainsail Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Ongoing planning fee |
| Assets under management | $403.9M across 1,448 accounts |
| SEC registration | Investment adviser representative in AK, CA, NH, OR, TX, WA · CRD 7399790 |
| Exams passed | Series 66 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.mainsailfg.com |
How Joshua's firm compares
- Mainsail Financial Group's average account is about $279,000, from its Form ADV (assets managed divided by 1,448 accounts).
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Questions about Joshua
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.
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
- Mainsail Financial Group 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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