# Michael Moeller

> Michael Moeller is a fee-only financial advisor at Slocum, Gordon & in Newport, Rhode Island. Slocum, Gordon & reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-moeller/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Slocum, Gordon &
- **Based in:** Newport, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $219.2M across 253 accounts
- **CRD:** 6465328 (https://adviserinfo.sec.gov/individual/summary/6465328)
- **SEC registration:** Investment adviser representative in RI, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.slocumgordon.com

## Frequently asked questions

### Is Michael Moeller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Slocum, Gordon & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Michael charge for financial advice?

Michael's firm, Slocum, Gordon &, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Moeller based?

Michael Moeller is based in Newport, Rhode Island.

### Is Michael Moeller registered with the SEC?

Yes. Michael Moeller is registered as an investment adviser representative in RI and TX (CRD 6465328), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Slocum, Gordon & manage?

Slocum, Gordon & reports $219.2M across 253 accounts in assets under management.

### How do I contact Michael Moeller?

Through Michael's website, www.slocumgordon.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6465328): 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

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