Moore Financial Planning Advisors, LLC fees and pricing
Financial planner in Davie, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 2, 2026, Moore Financial Planning Advisors, LLC charges $250 an hour, a flat or project fee of $3,750, and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Financial planning services are offered based on an hourly fee of $250 per hour based on complexity and unique Client needs.”
- Flat or project fee
- $3,750
“Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $3,750 based on complexity and unique Client needs.”
- Annual fee
- $500/yr
“For annual fees of $500 or less, the Client is invoiced in January.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moore Financial Planning Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with third party money managers will be billed in accordance with the third party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
- “If an installment plan is negotiated, final payment is due. within 30 days after signing the agreement Client will have five (5) business days after last payment to terminate this agreement for a full refund.”
- “For cancellations after five (5) business days client will be due a pro-rata refund, or MFP will be entitled to a pro-rata share of work completed.”
How Moore Financial Planning Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $3,750 is below the Florida median of $4,900. 45% of the 320 other Florida planners that publish a flat or project fee charge less.
- Its annual fee of $500 is below the Florida median of $4,800. None of the 97 other Florida planners that publish an annual fee charge less.
About Moore Financial Planning Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 96
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $2,000,300
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 146581
- Phone
- (954) 382-8877
Other planners in Davie that publish fees
- Ledgerplus Financial Services LLCDavie$75-$150/hr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.