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Firm

C Garrett Moore, CFP®

Bradenton, Florida

Fee-only

C Garrett Moore, CFP® at a glance

  • One of 570 fee-only firms based in Florida in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 93 individual clients, 13 of them high net worth.
  • Its average account is about $134,000 (assets it manages divided by its 221 accounts).

Specialties Retirement planning · Tax planning

Works with Pre-retirees · Retirees

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Based inBradenton, Florida
Websitemoorefinancialmanagement.com
Email[email protected]
Phone(941) 544-2269

C Garrett Moore, CFP® fees

C Garrett Moore, CFP® doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$30 million
Individual clients80
High-net-worth clients13
Accounts managed221
Employees1
Planning clients51-100
Financial planningOffered
Form ADV filedMarch 4, 2026
SEC recordCRD 289983

Advisors at this firm (1)