Moore Financial Advisors, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Hourly services are charged at $350 per hour.”

Flat or project fee

$3,500⁠-⁠$6,000

“Fixed engagement fees typically range from $3,500 - $6,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Moore Financial Advisors, LTD. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

How Moore Financial Advisors, LTD.’s fees compare

• Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$6,000 spans the Massachusetts median of $4,750. 49% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Moore Financial Advisors, LTD.

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

92

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$127,239,098

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130421

Website

mooreadvisors.com (opens in new tab)

Phone

(617) 393-9999

Can advise clients in 3 states: Massachusetts, New Hampshire, Rhode Island

Other planners in Massachusetts that publish fees

• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr
• Access Investment ManagementMelrose$250/hr, $1,000⁠-⁠$4,000
• Act 2 PlanningWinchester$100⁠-⁠$500

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