# Kenneth Moore

> Kenneth Moore is a fee-only financial advisor at CORE Wealth Advisors in Lakeland, Florida. Kenneth focuses on retirement planning, estate & legacy planning and retirement with concentrated positions. CORE Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** CORE Wealth Advisors
- **Based in:** Lakeland, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $702.1M across 1,288 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Retirement with concentrated positions
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Multi-generational families
- **CRD:** 7558948 (https://adviserinfo.sec.gov/individual/summary/7558948)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2023)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.corewealth.com

## Frequently asked questions

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

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

### How does Kenneth charge for financial advice?

Kenneth's firm, CORE Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kenneth Moore based?

Kenneth Moore is based in Lakeland, Florida.

### What does Kenneth specialize in?

Kenneth's specialties include retirement planning, estate & legacy planning and retirement with concentrated positions. Kenneth works with retirees, pre-retirees, mid-life transitions and multi-generational families.

### Is Kenneth Moore registered with the SEC?

Yes. Kenneth Moore is registered as an investment adviser representative in FL (CRD 7558948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does CORE Wealth Advisors manage?

CORE Wealth Advisors reports $702.1M across 1,288 accounts in assets under management.

### How do I contact Kenneth Moore?

Through Kenneth's website, www.corewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7558948): 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.corewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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