# Samuel Moore

> Samuel Moore is a fee-only financial advisor at Endowment Wealth Management in Appleton, Wisconsin, who holds the CFP credential. Endowment Wealth Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/samuel-moore/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Endowment Wealth Management
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $609.2M across 3,057 accounts
- **Credentials:** CFP
- **CRD:** 7001995 (https://adviserinfo.sec.gov/individual/summary/7001995)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 65 (2018), Series 66 (2017)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.napfa.org/firm/45553/29443

## Frequently asked questions

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

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

### How does Samuel charge for financial advice?

Samuel's firm, Endowment Wealth Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Samuel Moore based?

Samuel Moore is based in Appleton, Wisconsin.

### What credentials does Samuel Moore hold?

Samuel Moore holds the CFP credential.

### Is Samuel Moore registered with the SEC?

Yes. Samuel Moore is registered as an investment adviser representative in TX and WI (CRD 7001995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Endowment Wealth Management manage?

Endowment Wealth Management reports $609.2M across 3,057 accounts in assets under management.

### How do I contact Samuel Moore?

Through Samuel's website, www.napfa.org/firm/45553/29443.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7001995): 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

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