Moondance Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,835,135
Clients
42
33% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
42
HighAverage account size
$829,408
About
Moondance Investment Advisors serves individuals, high‑net‑worth clients, trusts and estates with discretionary and non‑discretionary portfolio management and, when requested, stand‑alone financial planning and consulting. The firm allocates across individual equities, fixed income, mutual funds, ETFs and alternative investments and charges clients on an asset‑based fee arrangement.
The firm develops client‑specific allocations using a mix of fundamental, technical and cyclical analysis and implements long‑term, short‑term and trading strategies with ongoing monitoring and periodic rebalancing. It treats cash as an asset class—maintaining defensive cash positions when warranted and managing sweep balances into higher‑yielding money‑market options as appropriate—while providing both advisory and planning services.
Distinctive features include a very small advisory team supporting a modest client roster and asset base, which affects operational practices such as streamlined personal‑trading reporting and direct fee debiting from custodial accounts. The principal also maintains a separate insurance‑agent license and the firm discloses related commission conflicts, engages third‑party introducers for client referrals, and receives non‑cash support from its custodian—arrangements the brochure highlights as potential conflicts to consider.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
General estate planning guidance
Wealth management
Fee options
Financial planning and consulting fees generally range from $1,500 to $12,000 on a fixed fee basis.
0.05% to 1.8% (negotiable, depending on various factors, not a fixed tier schedule)
Hourly rates from $125 to $350, depending on the level and scope of services and professionals rendering the services.
Account minimum: $500,000 (negotiable or waivable at the Registrant's sole discretion) Fee-only: Financial Planning and Consulting Fees generally range from $1,500 to $12,000 on a fixed fee basis, or $125 to $350 per hour depending on the scope and professionals involved.
Main office location
Moondance Investment Advisors, LLC
247 N. Main Street
New Hope PA 18938, United States
Number of offices
2
Most active in
Moondance Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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