Advisor at Independent Solutions Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Naples, NY
Credentials
Series 63, Series 65
Industry experience
6 years
Micah Moore is a financial advisor with Independent Solutions Wealth Management, LLC in Naples, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Mass Mutual Life Insurance Company. Moore is active in the community as a club auditor and vice president of the board for local Rotary organizations. Independent Solutions Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, and retirement plans, offering both discretionary and non-discretionary portfolio management. The firm’s investment process includes strategic asset allocation, model portfolio selection, and regular portfolio reviews, utilizing fundamental and technical analysis along with tactical strategies.
Based on Independent Solutions Wealth Management, LLC
$0 - $100,000: up to 2.75% $0 - $100,000: up to 2.50% $3,000 - $50,000: 0% (fee waived for small account model) $50,000+: up to 2.50% $100,000+: up to 2.75% (Stock Portfolio Management)
Consulting services hourly rates from $150 to $300 per hour
Account minimum: $3,000 Fee-only: Financial planning fees range from $500 to $10,000 based on complexity; Consulting fees $150 to $300 per hour
Naples, NY
New York
Peak Brokerage Services, LLC
2024 - Present (2 years)
Independent Solutions Wealth Management, LLC
2024 - Present (2 years)
Cambridge Investment Research Advisors
2021 - 2024 (3 years)
Cambridge Investment Research, Inc.
2021 - 2024 (3 years)
Mass Mutual Life Insurance Company
2020 - 2021 (1 year)
Mass Mutual Investors Services
2020 - 2021 (1 year)
Moore Financial Group
2019 - 2019 (1 year)
Mass Mutual Investors Services
2018 - 2019 (1 year)
Mass Mutual Life Insurance Company
2018 - 2019 (1 year)
American Portfolio Financial Services, Inc
2017 - 2018 (1 year)
Hazlitt Red Cat Cellars
2015 - 2017 (2 years)
Prattsburgh CSD
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Pulteney, NY
Raymond James & Associates
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Branchport, NY
Wells Fargo Clearing
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Series 66
Pulteney, NY
Raymond James & Associates
Anders Hudson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Columbia Threadneedle Investments and UBS Financial Services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.
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