Caleb Moyer is a CFP-designated registered investment advisor at Moyer Financials LLC, based in Omaha, NE, with 6 years of industry experience. Caleb 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, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $4.0M | 0.85% |
| $4.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Fees and fee structures are negotiable based on account size, householding, and complexity.
Fee Estimator
Location
12305 Gold St, Ste 10, Omaha, NE, 68144
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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 →Employment History
Current Registrations
Moyer Financials LLC
Previous Registrations
Stevens Capital Partners
Creative Planning
Toews Corporation
Northern Lights Distributors, LLCBroker
Orion Portfolio Solutions, LLC
Cls Investments, LLC
State Registrations1 state
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
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