Fee-only adviser · Frederick, MD
Moore Wealth
Moore Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Frederick, Maryland. On its latest Form ADV, filed August 3, 2026, it reports $157M in regulatory assets under management, 204 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 323374 · SEC file 801-127484 |
| Office | 50 Carroll Creek Way Suite 335 Frederick, MD 21701 |
| Phone | (301) 631-1207 |
| Website | moorewealthinc.com |
| Regulatory assets under management | $157M |
| Individual clients | 159 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Frederick
- Veridian Capital Partners $551M
- Red Sky Capital Management $91M
- Bestgate Wealth Advisors, LLC $162M
- Cadence Planning, LLC $12M
See all 5 fee-only advisers in Frederick →
Nearby
- Braddock Heights 1 firm
- Monrovia 1 firm
- Walkersville 1 firm
- Germantown 1 firm
- Leesburg 5 firms
- Woodbine 1 firm
- Gaithersburg 5 firms
- Derwood 1 firm
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