Susan Moore
Moore Financial Advisors, Ltd. · Watertown, Massachusetts
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Moore Financial Advisors, Ltd. |
|---|---|
| Based in | Watertown, Massachusetts |
| Fee model | Hourly · Ongoing planning fee |
| Assets under management | $127.2M across 350 accounts |
| Credentials | CFP · MS |
| Firm size | 4 employees |
| Website | mooreadvisors.com |
How Susan's firm compares
- Moore Financial Advisors, Ltd.'s average account is about $364,000, from its Form ADV (assets managed divided by 350 accounts).
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Questions about Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Moore Financial Advisors, Ltd. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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