Moore Wealth Partners, LLC

Moore Wealth Partners provides discretionary asset management, financial planning and consulting to individuals and high‑net‑worth clients, and also serves qualified retirement plans. Services include portfolio management through sub‑advisors and third‑party managers, a co‑advisor relationship with Gradient Investments for model portfolio implementation, and comprehensive or topic‑specific financial plans.

The firm’s investment approach relies on model‑based management executed by sub‑advisors or TPMs, with Moore Wealth Partners retaining discretion to select models, hire or terminate sub‑advisors, and monitor performance against client objectives and risk tolerance. Methods of analysis disclosed in the brochure include fundamental, technical, charting and cyclical analysis, and account reviews are performed at least quarterly with updates to plans as needed.

Noteworthy aspects disclosed in the brochure include an affiliation with an insurance business — the firm’s principal operates an insurance practice and sells insurance products for commission, a conflict the firm discloses and says it mitigates through policies and disclosures. The firm also provides ERISA 3(21) pension consulting (a service less common among peers), maintains a $1,000,000 account minimum (with occasional exceptions), and discloses revenue‑sharing and incentive arrangements with its co‑advisor and third‑party managers.