Moore Wealth Partners, LLC fees and pricing
Financial planner in Hendersonville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 23, 2026, Moore Wealth Partners, LLC charges $500 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Services are offered based on an hourly fee of $500 per hour.”
- Flat or project fee
- $2,500
“Services are offered based on a flat fee of $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moore Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month, debited from the Client’s Account.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter.”
How Moore Wealth Partners, LLC’s fees compare
- Its hourly rate of $500 is above the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Tennessee median of $3,000. 38% of the 89 other Tennessee planners that publish a flat or project fee charge less.
About Moore Wealth Partners, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
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
- 3% a year
- Clients
- 102
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $36,310,100
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328027
- Phone
- (615) 212-2102
Can advise clients in 3 states: Arizona, California, Tennessee
Other planners in Hendersonville that publish fees
- Coordinated Wealth Management, L.L.C.Hendersonville$5,000/yr
- Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Adkins Asset Management LLCCordova$250/hr
- Adventedge Financial, LLCApison$200/hr, $500
- Aj AdvisorsNashville$300/hr, $500-$5,000
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.