# Norman Poole Jr

> Norman Poole Jr is a fee-only financial advisor at Money Poole in Greenville, South Carolina. Norman focuses on retirement planning. Money Poole reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Money Poole
- **Based in:** Greenville, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.4M across 101 accounts
- **Specialties:** Retirement planning
- **CRD:** 5702584 (https://adviserinfo.sec.gov/individual/summary/5702584)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.moneypoole.com

## Frequently asked questions

### Is Norman Poole Jr a fee-only financial advisor?

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

### How does Norman charge for financial advice?

Norman's firm, Money Poole, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Norman Poole Jr based?

Norman Poole Jr is based in Greenville, South Carolina.

### What does Norman specialize in?

Norman's specialties include retirement planning.

### Is Norman Poole Jr registered with the SEC?

Yes. Norman Poole Jr is registered as an investment adviser representative in SC (CRD 5702584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Money Poole manage?

Money Poole reports $15.4M across 101 accounts in assets under management.

### How do I contact Norman Poole Jr?

Through Norman's website, www.moneypoole.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5702584): 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.moneypoole.com/): specialties, clients served, and fees, checked October 30, 2026

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