Advisor at Moore Wealth Partners, 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
Moore Wealth Partners, LLC
Location
Mt Juliet, TN 37122
Credentials
Series 63, Series 65, Series 66
Industry experience
9 years
Shawna Moore is the principal of Moore Wealth Partners, LLC, an independent advisory firm based in Glendale, AZ. She holds Series 63, 65, and 66 licenses and has nine years of industry experience, including prior roles at Foundations Investment Advisors, Tucker Asset Management, and McKinney Financial Group. Moore is also an owner of Moore Wealth Management LLC, where she offers insurance products including life, annuities, and long-term care. Moore Wealth Partners provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $27.2 million across about 83 accounts. The firm utilizes discretionary asset management primarily through sub-advisors and co-advisors while maintaining oversight and alignment with client risk profiles.
Based on Moore Wealth Partners, LLC
Based on Moore Wealth Partners, LLC
Based on Moore Wealth Partners, LLC
$2,500 flat fee for financial planning
$0+: Up to 1.5% annually (negotiable) for asset management via Sub-Advisors $0+: 2.00% annually total for Strategic Portfolios (1.00% GI + 1.00% MWP) $0+: 1.80% annually total for Tactical Portfolios (0.80% GI + 1.00% MWP) $0+: 1.70% annually total for Allocation & Defined Outcome Portfolios (0.70% GI + 1.00% MWP) $0+: 1.00% annually total for Preservation Portfolios (0.40% GI + 0.60% MWP) $0+: 1.50% annually total for Private Wealth Portfolios (0.50% GI + 1.00% MWP)
$500 per hour for financial planning and consulting
Account minimum: $1,000,000 Fee-only: Hourly fee of $500 per hour for financial planning/consulting; Fixed fee of $2,500 for financial planning
145 Bear Crossing, Ste 148
Mt Juliet, TN 37122
Arizona · California · Tennessee · Texas
Moore Wealth Partners, LLC
2023 - Present (3 years)
Moore Wealth Partners, LLC
2023 - Present (3 years)
Impact Partnership Wealth, LLC
2023 - 2024 (1 year)
Foundations Investment Advisors, LLC
2019 - 2023 (4 years)
Tucker Asset Management LLC
2018 - 2018 (1 year)
Brookstone Capital Management, LLC
2016 - 2017 (1 year)
McKinney Financial Group
2016 - 2023 (7 years)
KNR Consulting and Wealth Management, Inc
2016 - 2016 (1 year)
KNR Consulting Group, Inc
2015 - 2016 (1 year)
Moore Wealth Management
2013 - Present (13 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.
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.
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.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Series 66
Nashville, TN
Christian A. Hermo LLC
Series 65
Brentwood, TN
Quants Compete
Series 65
Nashville, TN
CV Securities Analysis, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")