Patricia Moore is a CFP-designated registered investment advisor at Moore Financial Advisors, LTD., based in Watertown, MA, with 23 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 90 clients with $110M 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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Contact
Patricia Moore
Location
Watertown, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is employed as an adjunct assistant professor of economics at Massachusetts College of Pharmacy and Health Sciences since 2003. She teaches for a few hours per week during the school year, including during trading hours.
Employment History
Current Registrations
Moore Financial Advisors, LTD.
Previous Registrations
Paragon Financial Advisors
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.
Exams
Additional Information
We provide financial planning services and investment management services to help clients achieve their goals and dreams. We specialize in working with non-traditional families, women who are single/widowed/divorced/divorcing, and baby boomers who are planning for or entering retirement.