Thomas Moore is a CFP-designated registered investment advisor at Arkadios Wealth Advisors, based in Atlanta, GA, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
2827 Peachtree Rd NE, Suite 510, Atlanta, GA, 30305
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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 Activities
Thomas is the managing member of Morning Dew Management, LLC, established in 2009 to consolidate his investment property management and expenses. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Arkadios Wealth Advisors
Previous Registrations
Capital Investment Advisors, LLC
Wela Strategies, INC.
Capital Investment Advisors LLC
State Registrations1 state
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