Advisor at Katz-Moses Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC
Credentials
Series 65
Industry experience
6 years
Andrew Katz Moses is a financial advisor at Katz-Moses Financial LLC in Washington, DC, with six years of industry experience. He holds the Series 65 designation and has worked at Katz-Moses Financial since 2019. Prior to his advisory role, he was employed with DC Public Schools for four years and is involved with the DC Sports and Recreation Association. Katz-Moses Financial LLC provides investment management and financial planning services to individual, high-net-worth, and charitable organization clients. The firm uses a primarily passive investment approach centered on low-cost index funds and ETFs, tailoring asset allocation to client risk tolerance and long-term goals, and is noted for its engagement with charitable organizations and educational seminars.
Based on Katz-Moses Financial LLC
Based on Katz-Moses Financial LLC
Project based fixed fees ranging from $0 to $10,000, negotiated per project.
$0 - $800,000: Included in Ongoing Financial Planning Fee (for Couples) / Negotiable if stand-alone $800,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,000+: 0.50% $0 - $600,000: Included in Ongoing Financial Planning Fee (for Individuals) / Negotiable if stand-alone $600,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,000+: 0.50%
$0 to $300 per hour, depending on complexity.
Ongoing Financial Planning quarterly or monthly fees paid in advance, ranging from $0 to $5,000 per quarter or $0 to $1,667 per month.
Fee-only: Ongoing Financial Planning fees from $0 to $1,667/month or $0 to $5,000/quarter, depending on complexity and client needs.
Washington, DC
District of Columbia · Maryland · Texas
Katz-Moses Financial
2019 - Present (7 years)
DC Sports and Recreation Association
2019 - Present (7 years)
DC Public Schools
2017 - 2019 (2 years)
DC Public Schools
2015 - 2017 (2 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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