# Susan Moore > Susan Moore is a fee-only financial advisor at Moore Financial Advisors, Ltd. in Watertown, Massachusetts, who holds the CFP and MS credentials. Susan charges hourly fees and an ongoing planning fee and focuses on tax planning and retirement planning. Page: https://find.wellspent.co/advisors/susan-moore/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Moore Financial Advisors, Ltd. - **Based in:** Watertown, Massachusetts - **Fee model:** Hourly; Ongoing planning fee - **Assets under management (firm):** $127.2M across 350 accounts - **Credentials:** CFP, MS - **Specialties:** Tax planning, Retirement planning - **Works with:** Retirees - **Firm size:** 4 employees - **Website:** http://mooreadvisors.com ## Frequently asked questions ### Is Susan Moore a fee-only financial advisor? Yes. Susan Moore is listed in the NAPFA directory (NAPFA admits only fee-only advisors). ### How does Susan charge for financial advice? Susan charges hourly fees and an ongoing planning fee. ### Where is Susan Moore based? Susan Moore is based in Watertown, Massachusetts. ### What does Susan specialize in? Susan's specialties include tax planning and retirement planning. Susan works with retirees. ### What credentials does Susan Moore hold? Susan Moore holds the CFP and MS credentials. ### How much does Moore Financial Advisors, Ltd. manage? Moore Financial Advisors, Ltd. reports $127.2M across 350 accounts in assets under management. ### How do I contact Susan Moore? Through Susan's website, mooreadvisors.com. ## Sources - NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4407): NAPFA admits only fee-only advisors - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.mooreadvisors.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.