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MOORE FINANCIAL PLANNING ADVISORS, LLC
Moore Financial Planning Advisors is a Greenville, SC RIA founded by Jamie Moore, offering fee-based financial planning and wealth management to...
MOORE FINANCIAL PLANNING ADVISORS, LLC
Moore Financial Planning Advisors, LLC was founded in 2005 by Jamie Moore, who serves as President. Terry Moore is listed as a principal, with both having advisory backgrounds in the Greenville area. The firm operates as a registered investment advisor (RIA) under the SEC, focusing on financial planning and wealth management for individuals. The firm's approach integrates investment management, retirement planning, and tax-sensitive strategies. They serve clients across South Carolina and the broader Southeast, with a particular emphasis on pre-retirees and retirees. Investment portfolios are typically constructed using low-cost ETFs and mutual funds, with regular rebalancing. Clients include physicians, small business owners, and corporate executives. Specific team size and total AUM are not publicly disclosed. Industry estimates suggest assets under management may be below $500M (Altss estimate). The firm maintains no publicized additional offices or notable philanthropic structures. Recent filings with the SEC indicate continued operations without material changes in ownership or scope. A structural differentiator is the firm's focus on iterative financial planning rather than asset aggregation. Jamie Moore maintains direct client relationships and handles planning engagements personally, contrasting with larger RIA that delegate to junior advisors. This model allows the firm to serve a niche of mass-affluent clients who prefer a single advisor rather than a team.
General information
Firm type
RIA
Year founded
2005
AUM
Undisclosed (Altss estimate)
Location
Region
North America
Country
United States
City
Greenville
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.
How does Moore Financial Planning Advisors source proprietary deal flow?
The firm does not emphasize proprietary deal sourcing as a core strategy. Its investment approach relies on conventional, transparent markets (ETFs, mutual funds, individual securities) rather than private markets or direct investments. Client portfolios are typically constructed from publicly available assets.
Is Moore Financial Planning Advisors structured as a family office or an RIA?
It is structured as a registered investment advisor (RIA), not a family office. The firm serves unrelated clients and is subject to SEC custody and fiduciary rules. While it may serve families, it operates under a traditional wealth management model.
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.
What investment stages does Moore Financial Planning Advisors typically target?
The firm targets individuals in the accumulation and decumulation stages of life, with a focus on retirement planning. There is no evidence of venture capital, private equity, or growth equity involvement. Their expertise lies in traditional asset allocation and income planning.
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.
How is Moore Financial Planning Advisors related to any parent firm or spinout?
No publicly available information indicates relationship with a parent firm, spinout, or larger wealth management conglomerate. The firm appears independent and has not been acquired or merged with another entity per SEC filings.
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.
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