Updated:
MOORE FINANCIAL PLANNING ADVISORS, LLC
Moore Financial Planning Advisors, LLC is a state-registered investment adviser in Davie, FL. The firm manages approximately $2 million in regulatory assets.
MOORE FINANCIAL PLANNING ADVISORS, LLC
Moore Financial Planning Advisors, LLC is a state-registered investment adviser in Davie, FL. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
2005
Location
Region
North America
Country
United States
City
Davie
Corporate office
Greenville, SC, United States
Principals
Jamie Moore
President
Terry Moore
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Moore Financial Planning Advisors?
President Jamie Moore is the key investment decision-maker at the firm. He is a Certified Financial Planner (CFP) and has been in the financial planning industry since the firm's founding in 2005. Terry Moore also serves as a principal, with both overseeing client portfolio construction and management.
Does Moore Financial Planning Advisors participate in fund commitments or only direct deals?
The firm focuses on direct investment management for individual accounts, not fund commitments or private equity direct deals. Portfolios are tailored to client-specific goals, with no known participation in pooled investment vehicles or syndications.
Which sectors does Moore Financial Planning Advisors explicitly avoid?
The firm does not publicly disclose specific avoidance sectors. However, as a conservative fee-based planner serving retirees, they generally avoid concentrated positions, high-volatility sectors like cryptocurrency or small-cap biotech, and illiquid private placements.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: