Firm
Katz-Moses Financial, LLC
Washington, District of Columbia
Fee-only
Katz-Moses Financial, LLC at a glance
- One of 24 fee-only firms based in District of Columbia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 53 individual clients, 9 of them high net worth.
- Its average account is about $93,000 (assets it manages divided by its 275 accounts).
Facts
| Based in | Washington, District of Columbia |
|---|---|
| Website | katzmosesfinancial.com |
| [email protected] | |
| Phone | (408) 482-2502 |
Katz-Moses Financial, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"I charge an ongoing planning fee starting at $6,000 per year for individuals" source
"Above that level, a 1% investment fee replaces the Financial Planning Fee." source
"I charge an ongoing planning fee starting at $6,000 per year for individuals" source
"Above that level, a 1% investment fee replaces the Financial Planning Fee." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 44 |
| High-net-worth clients | 9 |
| Accounts managed | 275 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 304768 |