Chloe Moore is a CFP-designated registered investment advisor at Financial Staples, based in Atlanta, GA, with 10 years of industry experience. Chloe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 21 clients with $18M 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 | 0.50% |
| $1.0M - $2.5M | 0.35% |
| $2.5M+ | 0.25% |
FS may negotiate special fee arrangements where FS deems appropriate under the circumstances. Any fees and other expenses assessed by an Outside Manager will be separate from and in addition to FS’s fee. In no event will the combined fee of FS and the Outside Manager exceed 3% of assets under management per year.
Fee Estimator
Contact
Chloe Moore
Location
Atlanta, GA
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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
Chloe is the owner and principal of C-Level Consultants since 2014, dedicating about 10% of her time to the role. She provides consulting services to Registered Investment Advisors and financial education services as an independent contractor.
Employment History
Current Registrations
Financial Staples
Previous Registrations
Meld Financial, INC.
State Registrations3 states
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
Away from the office, you can find me exploring new restaurants, trying new recipes, listening to live music, or traveling. Every Saturday in the fall, I'm either glued to a television or in a stadium watching college football. My favorite team is my alma mater, The University of Alabama.