Moore Money Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,613,106
Clients
23
0% high-net worth
Advisors
1
of 1 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
23
TypicalAverage account size
$591,874
About
Moore Money Advisory provides growth-oriented investment advisory and comprehensive portfolio management to individuals, trusts, estates, and employer-sponsored retirement plans. The firm also offers financial planning and education through no-cost workshops and seminars aimed at a broad audience.
The firm employs a goal-based planning process that emphasizes capital preservation and risk management, incorporating behavioral economics and asset allocation into personalized investment proposals. Investment recommendations typically favor portfolios of individual stocks (including large S&P 500 holdings) and individual bonds, with ETFs or mutual funds used more sparingly, and accounts are reviewed at least quarterly under a buy-and-hold approach.
Moore Money Advisory’s delivery of free financial literacy workshops marketed to small- and medium-sized businesses and local municipalities, combined with ongoing retirement plan consulting for plan sponsors and local governments, distinguishes its service mix from many independent peers. The firm also maintains a state life‑insurance license and integrates insurance discussions for individual and small‑business clients as a supplementary planning resource.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Retirement income strategy
Fee options
1.25% annually
Account minimum: $100,000 Fee-only: Flat 1.25% annually on assets $100,000 and above; fees are negotiable
Main office location
Moore Money Advisory
1291 Mountain View Circle
Azusa CA 91702, United States
Number of offices
1
Most active in
Moore Money Advisory has reported serving >5 clients in these states in the last 12 months.
California
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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