Norman Poole Jr
Money Poole · Greenville, South Carolina
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.
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Specialties
Facts
| Firm | Money Poole |
|---|---|
| Based in | Greenville, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.4M across 101 accounts |
| SEC registration | Investment adviser representative in SC · CRD 5702584 |
| Exams passed | Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.moneypoole.com |
How Norman's firm compares
- Money Poole's average account is about $152,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Norman
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.
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
- Money Poole 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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