Patrick Moore
Private Group Wealth Management · Fredericksburg, Texas
Patrick Moore is a fee-only financial advisor at Private Group Wealth Management in Fredericksburg, Texas. Patrick charges an ongoing planning fee.
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Facts
| Firm | Private Group Wealth Management |
|---|---|
| Based in | Fredericksburg, Texas |
| Fee model | Ongoing planning fee |
| Assets under management | $32M across 60 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2691683 |
| Exams passed | Series 63 (1995) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pgwm.net |
How Patrick's firm compares
- Private Group Wealth Management's average account is about $533,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fredericksburg
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
- Private Group Wealth Management 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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