Grady Moshay is a registered investment advisor at Emancipare Investment Advisors, based in Easton, PA, with 1 years of industry experience. Grady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 49 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Emancipare offers an Ongoing Comprehensive Financial Guidance service for a flat fee of $399 per month. This includes a financial plan, monthly meetings to discuss financial topics, and an annual plan update.
- Emancipare Life/Retirement/FIRE Plan: A one-time plan examining your current financial state and retirement goals, including Social Security, healthcare, income, tax, and investment strategies. The total cost is $1,950, paid in three monthly installments of $650.
- Financial Plan Review: A one-time review of a client’s financial plan for a fixed fee of $399 for one scenario, with an additional charge of $100 for each additional scenario.
- Financial Plan Update: A one-time update of a client’s financial plan for a fixed fee of $499 for one scenario, with an additional charge of $100 for each additional scenario.
- Limited Planning Component: Assessed at an hourly rate of $199 per hour, billed in 15-minute increments.
Location
Easton, PA
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 Activities
Grady is involved in a property management LLC for rental property income. This activity is not investment-related.
Employment History
Current Registrations
Emancipare Investment Advisors
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.