Moore Money Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moore Money Advisory provides growth-oriented investment advisory and comprehensive portfolio management to individuals, trusts, estates, and employer-sponsored retirement plans. The firm also offers financial planning and education through no-cost workshops and seminars aimed at a broad audience.
The firm employs a goal-based planning process that emphasizes capital preservation and risk management, incorporating behavioral economics and asset allocation into personalized investment proposals. Investment recommendations typically favor portfolios of individual stocks (including large S&P 500 holdings) and individual bonds, with ETFs or mutual funds used more sparingly, and accounts are reviewed at least quarterly under a buy-and-hold approach.
Moore Money Advisory’s delivery of free financial literacy workshops marketed to small- and medium-sized businesses and local municipalities, combined with ongoing retirement plan consulting for plan sponsors and local governments, distinguishes its service mix from many independent peers. The firm also maintains a state life‑insurance license and integrates insurance discussions for individual and small‑business clients as a supplementary planning resource.
Client services
Expertise
Fee options
1.25% annually
Account minimum: $100,000 Fee-only: Flat 1.25% annually on assets $100,000 and above; fees are negotiable
Main office
1291 Mountain View Circle
Azusa CA 91702
Advisors at this office
1
Most active in
California
Also doing business as
Moore Money Advisory · Moore Money Advisory LLC · Moore Money Advsiory LLC · Moore, Timothy Lemuel · Tlmoore Financial Advisory
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.
Forms ADV
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