Moffatt Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$116,310,881
Clients
178
Advisors
3
of 6 employees
About
Moffatt Financial Strategies provides investment advisory and financial planning services to individuals (including high-net-worth clients) and pension or profit-sharing plans, offering portfolio management, retirement and pension consulting, and written financial plans. The firm creates an Investment Policy Statement for each client and implements ongoing advisory services on a discretionary or non-discretionary basis.
The firm’s investment process emphasizes fundamental analysis and documents client risk tolerance, using a mix of long‑term and active strategies (including options, margin, and short sales where appropriate) and regular portfolio monitoring. Moffatt Financial Strategies also uses third‑party managers and model solutions, and documents allocation and trading procedures to seek fair and equitable treatment across client accounts.
What is distinctive about the firm is its industry affiliations: the principal(s) maintain licensure and operating roles outside the advisory firm, including acting as insurance agents and having relationships with other registered investment advisers, which the firm discloses and manages as potential conflicts of interest. The firm also outsources certain operational functions (including billing to an OCIO) and provides services such as pension consulting and business exit/succession planning alongside its advisory offerings, features that are less common among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees negotiated between $1,000 and $25,000
$0+: 2.00% annually (Portfolio Management Fees) $0+: 2.00% annually (Pension Consulting Fees) $10,000 - $99,999: 1.35% total fee (1.00% MFS + 0.35% LPL Financial) $100,000 - $499,999: 1.25% total fee (1.00% MFS + 0.25% LPL Financial) $500,000 - $749,999: 1.23% total fee (1.00% MFS + 0.23% LPL Financial) $750,000 - $999,999: 1.18% total fee (1.00% MFS + 0.18% LPL Financial) $1,000,000 - $2,499,999: 1.16% total fee (1.00% MFS + 0.16% LPL Financial) $2,500,000+: 1.13% total fee (1.00% MFS + 0.13% LPL Financial) $0 - $50,000,000: 1.78% total fee (1.00% MFS + 0.78% Townsquare Capital) $50,000,001 - $250,000,000: 1.62% total fee (1.00% MFS + 0.62% Townsquare Capital) $250,000,001 - $1,000,000,000: 1.46% total fee (1.00% MFS + 0.46% Townsquare Capital) $1,000,000,001+: 1.38% total fee (1.00% MFS + 0.38% Townsquare Capital) $0+: Under $50mm: 0.25% Custom Indexing, Equity SMA, Models and BRIX; 0.40% Custom Bond Ladder; 0.65% Structured Note; 0.10% Outsourced Trading; 0.03% Client Account Billing $50,000,001 - $250,000,000: Under $250mm: 0.20% Custom Indexing, Equity SMA, Models and BRIX; 0.35% Custom Bond Ladder; 0.50% Structured Note; 0.09% Outsourced Trading; 0.03% Client Account Billing $250,000,001 - $1,000,000,000: $250mm-$1B: 0.15% Custom Indexing, Equity SMA, Models and BRIX; 0.30% Custom Bond Ladder; 0.35% Structured Note; 0.08% Outsourced Trading; 0.03% Client Account Billing $1,000,000,001+: $1B+: 0.125% Custom Indexing, Equity SMA, Models and BRIX; 0.25% Custom Bond Ladder; 0.25% Structured Note; 0.07% Outsourced Trading; 0.03% Client Account Billing
$100 to $400 per hour for financial planning services
Fee-only: Financial planning fixed fees between $1,000 and $25,000; hourly fees between $100 and $400 per hour
Main office
425 Houston Street, Suite 575
Fort Worth TX 76102
Advisors at this office
3
Most active in
Arizona · California · Colorado · Texas
Also doing business as
818 Wealth, LLC · Moffatt Financial Strategies
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Bonnie M
CFP®, Series 63, Series 65
Fort Worth, TX
Moffatt Financial Strategies
Bonnie Moseley is a CFP® with 16 years of industry experience, currently serving at Moffatt Financial Strategies. She previously worked at Intelligence Driven Advisers, LLC for 10 years and at Labrum Wealth Management, LLC for four years. Moseley is also involved in insurance sales through LWM Insurance Solutions. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm utilizes a written Investment Policy Statement, discretionary authority for asset management, and may recommend third-party advisers to implement client strategies.
Derek M
CFP®, Series 63, Series 66
Fort Worth, TX
Moffatt Financial Strategies
Derek Moffatt is a CFP® professional with over 21 years of experience in financial advisory services. He currently leads Moffatt Financial Strategies in Fort Worth, TX, a firm he has been affiliated with under various names since 2013. Prior to his current focus, he worked at LPL Financial for 11 years. Outside of his advisory work, Moffatt serves as president of the National Drowning Prevention Alliance, a nonprofit organization. Moffatt Financial Strategies provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a disciplined investment process that combines fundamental analysis with documented client risk tolerance, using both long-term and active strategies while incorporating third-party managers and outsourcing certain operational functions.
Nathan J
Series 66
Fort Worth, TX
Moffatt Financial Strategies
Nathan Johnson is a financial advisor at Moffatt Financial Strategies in Fort Worth, TX, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Charles Schwab & Co., TD Ameritrade, and Edward Jones. Moffatt Financial Strategies serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies and often utilizes third-party advisers to implement client strategies while managing potential conflicts of interest through formal disclosures.
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