Moore Money Solutions fees and pricing
Financial planner in Novelty, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 2, 2026, Moore Money Solutions charges $175 an hour and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“The quote for your financial plan will be based on the estimated number of hours times an hourly rate of $175, according to the complexity.”
- Annual fee
- $500/yr
“The subscription service fee of $500 per year gives the client the ability to ask quick questions that may arise through the year in between more formal periodic reviews.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moore Money Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our earned fees in excess of any prepaid deposit will be billed at the time of termination and will be due upon your receipt of our invoice.”
How Moore Money Solutions’ fees compare
- Its hourly rate of $175 is below the Ohio median of $250. 18% of the 219 other Ohio planners that publish an hourly rate charge less.
- Its annual fee of $500 is below the Ohio median of $5,000. None of the 79 other Ohio planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Moore Money Solutions
“Offered Moore Money Solutions, LLC provides complete financial planning with a focus on optimizing cash flow while minimizing fees, with a common sense approach to finding a balance between enjoying today and planning for tomorrow.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335507
- Phone
- (440) 201-9888
Other planners in Ohio that publish fees
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
- Adams and Co Financial ServicesCincinnati$500-$2,500
- Advocate Wealth SolutionsDublin$300-$3,000/hr
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.