Advisor at Moore Financial Planning Advisors, LLC
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Firm
Moore Financial Planning Advisors, LLC
Location
Davie, FL 33324
Credentials
Series 65
Industry experience
17 years
Hugh Moore is the principal advisor at Moore Financial Planning Advisors, LLC in Davie, FL, with 17 years of industry experience. He holds a Series 65 designation and has previously worked at Harmonies of Hope. Outside of financial advising, he serves as the CEO and insurance agent of Interactive Financial Network, Inc., an insurance services business he has led since 1993, and also provides tax preparation and advisory services through IFN Business & Tax Services, LLC. Moore Financial Planning Advisors, LLC is an independent, fee-based firm serving primarily individual clients with financial planning, cash-flow management, qualified plan consulting, and portfolio management. The firm employs a meeting-driven client process and uses fundamental, technical, and cyclical analysis to guide investment decisions, offering both discretionary and non-discretionary management, including use of the Betterment for Advisors platform and referrals to third-party managers.
Based on Moore Financial Planning Advisors, LLC
Based on Moore Financial Planning Advisors, LLC
Financial planning services negotiable fixed fee up to $3,750; Cash Flow Management & Annual Review fixed fees $300, $500, or $750 annually; Qualified Plan Consulting flat fee $195; Investment portfolio review fixed fee $850
$0 - $50,000: 1.25% annually $50,001 - $100,000: 1.20% annually $100,001 - $250,000: 1.00% annually $250,001 - $500,000: 0.88% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,500,000: 0.40% annually $2,500,001 - $5,000,000: 0.36% annually $5,000,001+: 0.20% annually
$250 per hour for financial planning services
Fee-only: Financial planning services hourly fee $250/hour; Fixed fees up to $3,750 for financial planning; Cash Flow Management & Annual Review fixed fees $300, $500, or $750 annually; Qualified Plan Consulting fixed fee $195; Investment portfolio review fixed fee $850
10200 W State Rd 84, Suite 209
Davie, FL 33324
Florida · Texas
Harmonies of Hope
2013 - 2018 (5 years)
Moore Financial Planning Advisors, LLC
2008 - Present (18 years)
IFN Business & Tax Services, LLC
2002 - Present (24 years)
Interactive Financial Network, Inc.
1993 - Present (33 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
Ft. Lauderdale, FL
David Lurch LLC
CFA®, Series 66
Plantation, FL
Envision Asset Management, Inc.
CFP®, Series 63
Davie, FL
Mouly Financial Management, Inc.
CFP®, Series 63, Series 65
Coral Springs, FL
Profitable Financial Strategies
Series 66
Ft. Lauderdale, FL
Wolfson Private Wealth, LLC
Series 65
Fort Lauderdale, FL
Harbor Wealth Management
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