Tina Moore
Tina Moore is a registered investment advisor at Stonehaven Wealth & Tax Solutions, based in Appleton, WI, with 26 years of industry experience. Tina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 310 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $2.0M | 0.90% |
| $2M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
540 South Westland Drive, Appleton, WI, 54914
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tina is a licensed insurance agent, dedicating about 10% of her time to insurance sales and implementation of insurance recommendations. She also serves as a Board Member and Treasurer for Sunset Terrace HOA, spending minimal time on related activities.
Employment History
Current Registrations
Stonehaven Wealth & Tax Solutions
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Sii Investments, INC.
Investment Centers of America, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
Investment Centers of America, INC.Broker
National Planning CorporationBroker
Sii Investments, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
VALIC Financial Advisors, INC.Broker
Raymond James Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.