William Moore
Whitney & Company · Rochester, New York
William Moore is a fee-only financial advisor at Whitney & Company in Rochester, New York, who holds the CFA credential. William focuses on retirement planning, tax planning and estate & legacy planning. Whitney & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Whitney & Company |
|---|---|
| Based in | Rochester, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.49B across 1,885 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY · CRD 7394653 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.whitneyandcompany.com |
How William's firm compares
- Whitney & Company's average account is about $791,000, from its Form ADV (assets managed divided by 1,885 accounts).
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Questions about William
Is William Moore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Whitney & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Whitney & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Moore based?
William Moore is based in Rochester, New York.
What does William specialize in?
William's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does William Moore hold?
William Moore holds the CFA credential.
Is William Moore registered with the SEC?
Yes. William Moore is registered as an investment adviser representative in NY (CRD 7394653), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitney & Company manage?
Whitney & Company reports $1.49B across 1,885 accounts in assets under management.
How do I contact William Moore?
Through William's website, www.whitneyandcompany.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
- Whitney & Company 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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