Hannah Moore is a CFP-designated registered investment advisor at Guiding Wealth Management, LLC, based in Richardson, TX, with 14 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 69 clients with $59M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. The firm enforces a combined minimum annual fee of $5,500 where asset-based and planning fees are credited together.
Fee Estimator
Contact
Hannah Moore
Location
2007 N. Collins Blvd, Ste 503, Richardson, TX, 75080
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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
Hannah is the owner of Moore Media Consulting Group, LLC, which provides training to other financial planners. This non-investment related activity takes about full-time hours per week and Hannah receives compensation.
Employment History
Current Registrations
Guiding Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks 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.
Exams
Additional Information
As aboutique wealth management firm, our role is to provide our clients with clarity, simplicity, and confidence in their financial lives.
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