Robert Kania
Moore Financial Advisors · Belmont, Massachusetts
Robert Kania is a fee-only financial advisor at Moore Financial Advisors in Belmont, Massachusetts, who holds the CFA credential. Moore Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Moore Financial Advisors |
|---|---|
| Based in | Belmont, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $127.2M across 350 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2111120 |
| Exams passed | Series 63 (1991) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mooreadvisors.com |
How Robert's firm compares
- Moore Financial Advisors's average account is about $364,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Robert
Is Robert Kania a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Moore Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Moore Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Kania based?
Robert Kania is based in Belmont, Massachusetts.
What credentials does Robert Kania hold?
Robert Kania holds the CFA credential.
Is Robert Kania registered with the SEC?
Yes. Robert Kania is registered as an investment adviser representative in MA (CRD 2111120), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Moore Financial Advisors manage?
Moore Financial Advisors reports $127.2M across 350 accounts in assets under management.
How do I contact Robert Kania?
Through Robert's website, mooreadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Belmont
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
- 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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