Moore Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moore Wealth serves individual and high‑net‑worth clients, as well as pension plans, charitable organizations and other institutional clients, providing financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs. The firm reports $156.9 million in assets under management, three advisors, and about 204 clients, and makes use of Commonwealth’s PPS Custom and PPS Select platforms for portfolio implementation.
Investment decisions are delivered primarily on a discretionary basis, with advisors using a mix of firm-managed strategies (PPS Custom) and third‑party or model portfolios (PPS Select) including Personalized Indexing and tax‑loss harvesting where available. The brochure describes an investment process that leverages Commonwealth’s screening and due‑diligence, and notes that advisors collaborate with clients’ other professional advisors and may use tools such as Wealth.com for estate‑planning document analysis.
Distinctive features disclosed in the brochure include the firm’s client communications and education efforts—periodic client publications and educational workshops or seminars are part of its offering—and the firm’s explicit use of technology for planning (Wealth.com). The brochure also discloses firm‑specific governance and conflict items that may matter to clients: two non‑forgivable loans from Commonwealth to the principals tied to the custodian relationship, and a settled FINRA arbitration (variable life insurance sale) resolved in March 2024 for $216,500.
Client services
Expertise
Fee options
Flat fees payable annually, quarterly, or monthly for financial planning and consulting services; as low as $300 for retirement plan consulting on plans under $250,000
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Up to $500 per hour for financial planning and retirement plan consulting services
Annual fees for ongoing financial planning consulting services, with negotiable amounts
Account minimum: $500,000
Main office
50 Carroll Creek Way, Suite 335
Frederick MD 21701
Advisors at this office
3
Most active in
Florida · Maryland · North Carolina · Pennsylvania · South Carolina · Texas · Utah · Virginia · West Virginia
Also doing business as
Moore Wealth · Moore Wealth 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.
Quick links
Advisors at this firm
Sean M
CFP®, Series 66
Frederick, MD
Moore Wealth
Sean Moore is a CFP® professional with eight years of industry experience. He is currently a co-owner and Director of Operations at Moore Wealth, where he has worked since 2023. Prior to this, Moore served at Commonwealth Financial Network for six years and was a member of the United States Army from 2011 to 2017. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management. The firm manages approximately $156.9 million in assets and employs a mix of firm-managed and third-party model portfolios supported by Commonwealth’s platforms.
Shabri M
CFP®, Series 66
Frederick, MD
Moore Wealth
Shabri Moore is a CFP® with 29 years of experience in the financial services industry. She is a managing partner at Moore Wealth, where she has worked since 2023. Prior to that, she spent over a decade at Commonwealth Financial Network. Moore Wealth serves individual and high-net-worth clients, pension plans, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and discretionary asset management through a combination of firm-managed and third-party portfolio strategies.
Erik M
Series 66
Frederick, MD
Moore Wealth
Erik Moore is a financial advisor at Moore Wealth in Frederick, MD, holding a Series 66 designation with nine years of industry experience. He previously worked at Commonwealth Financial Network and D.B. Root & Co. Outside his advisory role, he is a co-owner and Director of Investment Strategy at Moore Wealth, LLC. Moore Wealth serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and discretionary asset management through firm-managed accounts and Commonwealth-sponsored programs. The firm uses a combination of proprietary and third-party portfolio strategies and emphasizes client education through periodic publications and workshops.
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