Firm
John Moore Associates
Albuquerque, New Mexico
Fee-only
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | johnmoore.com |
| [email protected] | |
| Phone | (505) 881-5100 |
John Moore Associates fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"we recommend new clients have a minimum of $500,000 in investable assets." source
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 | $1.0 billion |
| Individual clients | 488 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 109791 |