Mitchell Moore
Strong Wealth · Colorado Springs, Colorado
Mitchell Moore is a fee-only financial advisor at Strong Wealth in Colorado Springs, Colorado. Mitchell charges a percentage of assets, a one-time planning fee and an ongoing planning fee (a $1,000,000 asset minimum) and focuses on crypto & digital assets, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Strong Wealth |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $24.2M across 152 accounts |
| SEC registration | Investment adviser representative in FL, IN, TX · CRD 7221143 |
| Exams passed | Series 63 (2020) · Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strongwealth.net |
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Questions about Mitchell
Is Mitchell Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Strong Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Mitchell charge?
According to Strong Wealth's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Mitchell Moore based?
Mitchell Moore is based in Colorado Springs, Colorado.
What does Mitchell specialize in?
Mitchell's specialties include crypto & digital assets, retirement planning, estate & legacy planning and tax planning. Mitchell works with physicians, retirees and pre-retirees.
Is Mitchell Moore registered with the SEC?
Yes. Mitchell Moore is registered as an investment adviser representative in FL, IN and TX (CRD 7221143), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strong Wealth manage?
Strong Wealth reports $24.2M across 152 accounts in assets under management.
How do I contact Mitchell Moore?
Through Mitchell's website, www.strongwealth.net.
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
- Strong Wealth 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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