Moore Financial Advisors, LTD.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moore Financial Advisors, Ltd. is an SEC-registered investment adviser that provides wealth management, portfolio management and financial planning to individuals, families, trusts and estates, serving both high-net-worth and non‑HNW clients. The firm reports managing about $127.2 million across roughly 92 client relationships and delivers both discretionary and non‑discretionary investment services.
The firm’s investment approach is primarily long‑term and built around diversified portfolios composed mainly of low‑cost mutual funds and ETFs, with selective use of individual stocks and bonds and occasional short‑term trades for rebalancing or client needs. MFA applies economic, fundamental, technical and behavioral analysis and supplements its research, portfolio analysis and risk monitoring with internally developed and third‑party artificial intelligence tools that are used as decision‑support and remain subject to human review.
Noteworthy features include a formal college‑planning service that can be delivered as part of wealth management or as a standalone engagement and is supported by staff with experience in university financial aid, as well as flexible financial planning on hourly or fixed‑fee terms. The firm operates on a fee‑only basis, maintains institutional platform relationships with Fidelity, Altruist and Schwab that provide software and support to the adviser, and generally implements a $500,000 relationship minimum (waivable).
Client services
Expertise
Fee options
Fixed fees typically range from $3,500 - $6,000 for financial planning services
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$350 per hour for financial planning and college planning services
Account minimum: $500,000 Fee-only: Hourly rate: $350 per hour; Fixed fees: typically $3,500 - $6,000 for financial planning services
Main office
See office83 Leonard Street, Office #9
Belmont MA 02478-2505
Advisors at this office
2
Offices (2)
Most active in
Massachusetts · New Hampshire · Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Patricia M
CFP®
Belmont, MA
Moore Financial Advisors, LTD.
Patricia Moore is a CFP® with 23 years of industry experience. She has been with Moore Financial Advisors, LTD. since 2002. In addition to her advisory work, she is an adjunct assistant professor of economics at the Massachusetts College of Pharmacy and Health Sciences, teaching economics courses during the academic year. Moore Financial Advisors, LTD. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates. The firm manages approximately $127.2 million across about 92 client relationships, employing a primarily long-term investment approach focused on diversified portfolios of low-cost mutual funds and ETFs, supplemented by various analytical tools and selective trading.
Robert K
CFA®, Series 63
Belmont, MA
Moore Financial Advisors, LTD.
Robert Kania Jr. is a CFA® charterholder with 11 years of industry experience. He is currently with Moore Financial Advisors, LTD., where he has worked since 2019, following prior roles at Laurentide Advisory, LLC and Serapis Capital, LLC. Moore Financial Advisors, Ltd. is an SEC-registered investment adviser providing wealth management, portfolio management, and financial planning to individuals, families, trusts, and estates. The firm serves both high-net-worth and non-HNW clients, using a long-term investment approach centered on diversified portfolios of low-cost mutual funds and ETFs, and incorporates various analytical methods supported by artificial intelligence tools.
Donna C
Series 65
Middletown, RI
Moore Financial Advisors, LTD.
Donna Cournoyer is a financial advisor at Moore Financial Advisors, Ltd. with three years of industry experience. She holds a Series 65 designation and previously worked at Salve Regina University for 12 years in total. Moore Financial Advisors, Ltd. provides wealth management, portfolio management, and financial planning services to individuals, families, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm employs a primarily long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by internal and third-party research and AI tools.
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