Chloe Moore
Advisor at Financial Staples
Updated today
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.
Firm
Financial Staples
Location
Atlanta, GA
Credentials
CFP®, Series 63
Industry experience
10 years
About
Chloe Moore is a CFP® professional with 10 years of experience, currently serving as the sole advisor at Financial Staples since 2016. She also owns and operates C-Level Consultants, providing consulting and financial education services to Registered Investment Advisors. Financial Staples offers comprehensive financial planning and advisory services primarily to individual and high-net-worth clients, as well as retirement plan consulting for business owners. The firm focuses on passive investment strategies using index funds and ETFs, and it provides due diligence and monitoring of third-party money managers alongside strategic advice for employer-sponsored retirement plans.
Client services
Based on Financial Staples
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Financial Staples
General retirement planning
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning starting at $3,500; Discovery Consultation $175 to $350
$0 - $1,000,000: 0.50% $1,000,001 - $2,500,000: 0.35% $2,500,001+: 0.25%
Hourly Financial Planning at $250 to $500 per hour
Minimum fee: Comprehensive Financial Planning: $6,000 (Individual), $9,000 (Couple) minimum annual fee Fee-only: Fixed fees for Comprehensive Financial Planning ($6,000+), Project-Based Financial Planning (starting at $3,500), Discovery Consultation ($175-$350), Hourly Financial Planning ($250-$500/hour)
Location
Atlanta, GA
Most active in
Chloe M has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Texas
Work history
Financial Staples
2016 - Present (10 years)
C-Level Consultants
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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