Moore Wealth

Moore Wealth at a glance

• One of 195 fee-only firms based in Maryland in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 6 employees and 204 individual clients, 45 of them high net worth.
• Its average account is about $279,000 (assets it manages divided by its 563 accounts).

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

Facts

Moore Wealth fees

Moore Wealth 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

Advisors at this firm (3)

• Erik Moore

• Sean Moore

  CFP

• Shabri Moore

  CFP