Jason Moore
Jason Moore is a CFP-designated registered investment advisor at Moore Financial Strategies, LLC, based in Sylvan Lake, MI, with 15 years of industry experience. Jason 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, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
Moore Financial Strategies offers an Open Retainer service for a fixed annual fee of $2,500 - $50,000. This includes scheduled meetings, email and phone consultations, tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews. The fee depends on your income, assets, complexity, and time required.
- Project Retainer: Focuses on specific financial areas like goal setting, tax planning, or investment review. Follow-up advice is not included. Tax return preparation is a separate service for an additional fee.
- Financial Review: A three-hour review of three financial planning topics selected by you. No follow-up services are provided.
Location
2500 Orchard Lake Road, Sylvan Lake, MI, 48320
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2022Investigation
December 2022Employment History
Current Registrations
Moore Financial Strategies, LLC
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.