Moore Financial Advisors, Ltd.
Watertown, Massachusetts
Moore Financial Advisors, Ltd. at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 92 individual clients, 48 of them high net worth.
- Its average account is about $364,000 (assets it manages divided by its 350 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Watertown, Massachusetts |
|---|---|
| Website | mooreadvisors.com |
| [email protected] | |
| Phone | (617) 393-9999 |
Questions about Moore Financial Advisors, Ltd.
How is Moore Financial Advisors, Ltd. paid?
Moore Financial Advisors, Ltd.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Moore Financial Advisors, Ltd. have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Moore Financial Advisors, Ltd., and 2 hold the CFP.
What is the average account at Moore Financial Advisors, Ltd.?
Moore Financial Advisors, Ltd.'s average account is about $364,000. That's the assets on its Form ADV divided by its 350 accounts.
What does Moore Financial Advisors, Ltd. specialize in?
Moore Financial Advisors, Ltd.'s advisors and website list tax planning and retirement planning.
Moore Financial Advisors, Ltd. fees
Moore Financial Advisors, Ltd. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $127 million |
| Individual clients | 44 |
| High-net-worth clients | 48 |
| Accounts managed | 350 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131897) |
| Financial planning | Offered |
| Form ADV filed | August 14, 2026 |
| SEC record | CRD 130421 |
Advisors at this firm (4)
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