Maxwell Moore
Birch Wealth Management · East Rochester, New York
Maxwell Moore is a fee-only financial advisor at Birch Wealth Management in East Rochester, New York. Birch Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Birch Wealth Management |
|---|---|
| Based in | East Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $62.1M across 422 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 7595664 |
| Exams passed | Series 63 (2022) · Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.birchwealth.com |
| Profile |
How Maxwell's firm compares
- Birch Wealth Management's average account is about $147,000, from its Form ADV (assets managed divided by 422 accounts).
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Questions about Maxwell
Is Maxwell Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Birch Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maxwell charge for financial advice?
Maxwell's firm, Birch Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Maxwell Moore based?
Maxwell Moore is based in East Rochester, New York.
Is Maxwell Moore registered with the SEC?
Yes. Maxwell Moore is registered as an investment adviser representative in NY and TX (CRD 7595664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birch Wealth Management manage?
Birch Wealth Management reports $62.1M across 422 accounts in assets under management.
How do I contact Maxwell Moore?
Through Maxwell's website, www.birchwealth.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
- 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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