Moore Financial Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$7,000

“The fixed fee can range between $2,500.00 and $7,000.00, depending on complexity and the needs of the client and the scope of the contract.”

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

How Moore Financial Management, Inc. bills

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

• “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “If paying by check, quarterly billing may be utilized at the request of the client.”

How Moore Financial Management, Inc.’s fees compare

• Its flat or project fee of $2,500-$7,000 spans the Florida median of $4,900. 49% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 2 other planners in Bradenton that publish a flat or project fee charge less.

About Moore Financial Management, Inc.

• Principal: Garrett Moore
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

93

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$29,527,813

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289983

Website

moorefinancialmanagement.com (opens in new tab)

Phone

(941) 544-2269

Other planners in Bradenton that publish fees

• Cma Advisors, Inc.Bradenton$400/hr, $5,000
• Lifestyle Freedom Advisory Group, LLCBradenton$5,000⁠-⁠$10,000
• Maslar FinancialBradenton$250/hr
• Parker Financial Planning, LLC.Bradenton$250/hr
• Summit Financial AdvisorsBradenton$100⁠-⁠$300/hr, $1,000⁠-⁠$50,000/yr
• Williams Wealth Management Group, Inc.Bradenton$250/hr, $1,000/yr

Compare all 11 planners in Bradenton