William Moore
Versant Capital Management · Dallas, Texas
William Moore is a fee-only financial advisor at Versant Capital Management in Dallas, Texas, who holds the CFP credential. Versant Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Versant Capital Management |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.81B across 1,678 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 8008851 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.theversantvoice.com |
How William's firm compares
- Versant Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,678 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 Versant Capital Management 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, Versant Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Moore based?
William Moore is based in Dallas, Texas.
What credentials does William Moore hold?
William Moore holds the CFP credential.
Is William Moore registered with the SEC?
Yes. William Moore is registered as an investment adviser representative in AZ and TX (CRD 8008851), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Versant Capital Management manage?
Versant Capital Management reports $1.81B across 1,678 accounts in assets under management.
How do I contact William Moore?
Through William's website, www.theversantvoice.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
- 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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