Shabri Moore
Moore Wealth · Frederick, Maryland
Shabri Moore is a fee-only financial advisor at Moore Wealth in Frederick, Maryland, who holds the CFP credential. Moore Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Who they serve
- Executives
- Pre-retirees
- Retirees
Facts
| Firm | Moore Wealth |
|---|---|
| Based in | Frederick, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $156.9M across 563 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 2894381 |
| Exams passed | Series 66 (1998) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | moorewealthinc.com |
How Shabri's firm compares
- Moore Wealth's average account is about $279,000, from its Form ADV (assets managed divided by 563 accounts).
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Questions about Shabri
Is Shabri Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shabri holds no broker registration, and Moore Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shabri charge for financial advice?
Shabri's firm, Moore Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Shabri Moore based?
Shabri Moore is based in Frederick, Maryland.
What credentials does Shabri Moore hold?
Shabri Moore holds the CFP credential.
Is Shabri Moore registered with the SEC?
Yes. Shabri Moore is registered as an investment adviser representative in MD and TX (CRD 2894381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Moore Wealth manage?
Moore Wealth reports $156.9M across 563 accounts in assets under management.
How do I contact Shabri Moore?
Through Shabri's website, moorewealthinc.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
- Moore Wealth 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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