# MOORE FINANCIAL PLANNING ADVISORS, LLC

MOORE FINANCIAL PLANNING ADVISORS, LLC is a RIA based in Davie, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Davie, United States
- **Region:** North America
- **Address:** Greenville, SC, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed (Altss estimate)
- **Website:** moorefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/moore-financial-service-group-llc

## Regulatory record

- **CRD number:** 146581
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146581

## About

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.

## Sectors

- Financial Planning
- Wealth Management
- Retirement Planning

## People

- Jamie Moore — President
- Terry Moore — Principal

## 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.

## Related profiles

- [Wolverine Wealth Advisory Services Inc.](https://altss.com/profile/wolverine-wealth-advisory-services-inc)
- [Estes Financial Services](https://altss.com/profile/estes-financial-services-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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