Troy Moyer is a CFP-designated registered investment advisor at Moyer Wealth Management, based in Lansdale, PA, with 21 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 101 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Fees are a maximum of 1.30% annually and are charged quarterly in advance. Fees are negotiable.
Fee Estimator
Location
Lansdale, PA
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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 ActivitiesSells Insurance
Troy is an independent insurance agent since 2003, dedicating minimal time to insurance sales. He also works as a tax preparer for Moyer CPA Group LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Moyer Wealth Management
Previous Registrations
First Capital Advisors Group, LLC
Hj Wealth Management LLC
American Portfolios Financial Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations2 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.