Patricia Moore
Patricia Moore is a CFP-designated registered investment advisor at Verde Wealth Group, LLC, based in Houston, TX, with 16 years of industry experience. Patricia 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, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plans, Consultative Services and project-based work: Fees are based on the scope and complexity of the work involved combined with the time necessary to complete the services. Fees will either be flat or hourly fee. Flat fees may range from $2,500 to $50,000 with an initial $500 deposit upfront, and the remainder due upon delivery of the plan for financial planning or receipt of the invoice for consultative services.
- Hourly fee rate of $550 an hour for Financial Planning provided in connection with the preparation of a Financial Plan.
Location
3555 Timmons Lane, Suite 910, Houston, TX, 77027
Get directionsHistory
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
Patricia works for Valmark Securities and Valmark Advisers, and Verde Wealth Group, LLC as an investment and wealth advisor, spending about half of her time on these activities. Patricia also receives trail commissions from prior sales of fixed life insurance, disability, and long-term care insurance, and is the President of Patlyn Consulting Group, LLC, dedicating minimal time to management consulting.
Employment History
Current Registrations
Verde Wealth Group, LLC
Valmark Advisers, INC.
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Wealth Development Strategies Investment Advisory, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations14 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.