# Patrick Moore

> Patrick Moore is a fee-only financial advisor at Private Group Wealth Management in Fredericksburg, Texas. Patrick charges an ongoing planning fee.

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

## Facts

- **Firm:** Private Group Wealth Management
- **Based in:** Fredericksburg, Texas
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $32M across 60 accounts
- **CRD:** 2691683 (https://adviserinfo.sec.gov/individual/summary/2691683)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1995)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.pgwm.net

## Frequently asked questions

### Is Patrick Moore a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Private Group Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick charges an ongoing planning fee.

### Where is Patrick Moore based?

Patrick Moore is based in Fredericksburg, Texas.

### Is Patrick Moore registered with the SEC?

Yes. Patrick Moore is registered as an investment adviser representative in TX (CRD 2691683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Private Group Wealth Management manage?

Private Group Wealth Management reports $32M across 60 accounts in assets under management.

### How do I contact Patrick Moore?

Through Patrick's website, www.pgwm.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2691683): 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.pgwm.net/): 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.