Moore Wealth fees and pricing

Financial planner in Frederick, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 7, 2026, Moore Wealth charges $500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $500/hr; “The Commonwealth Wealth Management Consulting Program provides clients with the option of paying an annual fee for ongoing services, a flat fee, or an hourly rate not to exceed $500.”

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

“In most cases, the annual account management fees are payable quarterly in advance and are computed as one-quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
“In the event a client terminates an advisory agreement with Moore Wealth, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”
“Moore Wealth clients will be assessed a flat fee, payable annually, quarterly or monthly, at the time of service or in advance, as agreed between the client and the advisor.”

Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
3 of the 4 other planners in Frederick that publish an hourly rate charge less.

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: 1.75% a year
Clients: 204
Employees: 6
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed: $156,908,298
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 323374
Website: moorewealthinc.com (opens in new tab)
Phone: (301) 631-1207

Is something on this page wrong or out of date?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.