Advisor at Buck Wealth Strategies, 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.
Firm
Buck Wealth Strategies, LLC
Location
Kapolei, HI 96707
Credentials
Series 66
Industry experience
11 years
Claudia Moreno is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at First Command Advisory Services and One Team One Fight Financial Group. Moreno is also involved with E.A. Buck Financial Services, where she serves as a financial advisor and insurance agent. Buck Wealth Strategies serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a top-down investment approach focused on macro-environmental tactical asset allocation and sector rotation, tailoring portfolios to client risk profiles.
Based on Buck Wealth Strategies, LLC
Based on Buck Wealth Strategies, LLC
Retirement plan advisory flat fees range from $2,500 to $50,000; fees based on plan assets up to 1.50% also possible.
Up to 1.50% annually, negotiable based on account size, complexity, and other factors
Insurance commissions received separately from advisory fees; commissions vary by product and carrier.
Financial planning hourly rate of $400/hour used for prorated fees if agreement terminated early.
Account minimum: $25,000 Fee-only: Financial planning fees negotiated individually; 50% due on signing, remainder on delivery; hourly rate $400/hour for prorated fees on terminated agreements.
1001 Kamokila Blvd., Suite 136
Kapolei, HI 96707
Hawaii · Texas
E.A. Buck Insurance DBA E.A. Buck Financial Services
2022 - Present (4 years)
E.A. Buck Financial Services
2022 - Present (4 years)
One Team One Fight Financial Group
2020 - 2022 (2 years)
One Team One Fight Financial Coaching
2020 - 2022 (2 years)
First Command Advisory Services
2017 - 2020 (3 years)
First Command Insurance Services
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 63, Series 65
Honolulu, HI
The Retirement Optimization Group, LLC
Series 65
Honolulu, HI
HFIR LLC
Series 65
Honolulu, HI
ECS Wealth Strategies
CFP®, Series 63, Series 65
Honolulu, HI
Apollo Wealth Management, Ltd.
CFP®, Series 63, Series 65
Honolulu, HI
CRL Advisors
CFP®, Series 66
Honolulu, HI
Pacific Wealth Partners, LLC
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