NM
CFP
NM
CFP
Nicholas Moore
4 Years of Experience
Dallas, TX
1 Disclosure
Nicholas Moore is a CFP-designated registered investment advisor at Ideology Wealth Advisors, LLC, based in Dallas, TX, with 4 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 71 clients with $75M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
71 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$74.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
8150 N Central Expy, 10th Floor, Dallas, TX, 75206
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2013Employment History
Current Registrations
Ideology Wealth Advisors, LLC
November 2024 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2022 - August 2024 · 2 yrs 1 mo
Moore Investment Solutions
April 2018 - December 2018 · 8 mos
MML Investors Services, LLC
November 2017 - December 2017 · 1 mo
MML Investors Services, LLCBroker
September 2017 - December 2017 · 3 mos
State Registrations2 states
LATX
Advisor
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Exams
No exam information available for this advisor.