Moore Money Solutions
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About
Moore Money Solutions provides comprehensive financial planning to individual clients and small businesses, covering cash flow analysis, retirement and education planning, tax and risk‑management reviews, investment consultation, and business consultation. The firm offers written investment guidelines and advice but does not provide portfolio management for individual accounts or maintain client assets under its management.
The firm generally favors a passive, low‑cost approach grounded in broad‑based index strategies and modern portfolio theory, with the option to incorporate active or hybrid strategies when appropriate to a client’s objectives. Advice is delivered on a non‑discretionary basis, with implementation left to the client and periodic reviews offered through a structured review program and optional subscription service.
Unlike many peers, Moore Money Solutions operates on a fee‑only planning model billed by project, hourly work, or an ongoing subscription rather than charging percentage‑of‑assets fees or receiving commissions, and it does not act as a custodian of client assets. The brochure also discloses that the firm is recently established and its principal maintains substantial outside employment, which may affect adviser availability and is identified as an outside business activity.
Client services
Expertise
Occupation focus
Fee options
Standard hourly rate of $175 per hour, billed in 15-minute increments.
Subscription service fee of $500 per year for ongoing access to quick questions and record retention. Other services billed hourly.
Fee-only: Financial planning fees from $2,500 to $4,500 based on complexity, charged at $175 per hour. Additional services charged hourly at $175 per hour.
Main office
Novelty OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Moore Money Solutions · Moore Money Solutions LLC
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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