Mandi Moynihan
Astoria Strategic Wealth · New Braunfels, Texas
Mandi Moynihan is a fee-only financial advisor at Astoria Strategic Wealth in New Braunfels, Texas, who holds the CFP credential. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mandi →
Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | New Braunfels, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4925301 |
| Exams passed | Series 66 (2010) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pauleyfinancial.com |
How Mandi's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
Request an introduction to Mandi
Tell Mandi a little about what you're looking for. Mandi isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mandi
Is Mandi Moynihan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mandi holds no broker registration, and Astoria Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mandi charge for financial advice?
Mandi's firm, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mandi Moynihan based?
Mandi Moynihan is based in New Braunfels, Texas.
What credentials does Mandi Moynihan hold?
Mandi Moynihan holds the CFP credential.
Is Mandi Moynihan registered with the SEC?
Yes. Mandi Moynihan is registered as an investment adviser representative in TX (CRD 4925301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Mandi Moynihan?
Through Mandi's website, www.pauleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Braunfels
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.
See something wrong? Request a correction. Read our methodology.