M
Moore Money Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Moore Money Solutions is an investment adviser that offers financial planning and investment consultation services to individuals and businesses, including cash-flow analysis, education funding, retirement planning, and business consultation. Although categorized as an investment manager in some contexts, the firm reports no assets under management and does not directly manage client assets or sponsor wrap programs.
The firm generally favors a passive, Modern Portfolio Theory-based approach using broad index funds, with hybrid or active strategies available on request; written investment guidelines and periodic rebalancing are used to align portfolios with client objectives. Clients engage through hourly planning arrangements or an optional subscription retainer, and the firm offers a Money Management Momentum (M3) program for scheduled reviews while not taking custody or discretionary trading authority.
Uncommonly for firms in its category, Moore Money Solutions charges hourly fees and explicitly does not take percentage-of-assets fees, operating as a fee-only adviser that does not receive commissions or trailer (12b-1) fees. The firm is operated by a single managing member who maintains substantial outside employment and may offer discounted fees to groups such as military, first responders, teachers, and students, factors that can affect availability and client arrangements.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Fee options
$150 per hour, billed in 15-minute increments
Minimum fee: Minimum fee of $500 for client engagements Fee-only: Hourly fee of $150 per hour, billed in 15-minute increments; estimated comprehensive financial planning ranges from $900 to $3,000 based on complexity and hours required; subscription/retainer fee option of $500 perpetual fee for ongoing financial concierge services
Main office location
Moore Money Solutions
Novelty OH, United States
Number of offices
1
Most active in
Moore Money Solutions has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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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