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).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Bradenton, Florida |
|---|---|
| Website | moorefinancialmanagement.com |
| [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 by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 80 |
| High-net-worth clients | 13 |
| Accounts managed | 221 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 289983 |