Grady Moshay is a registered investment advisor at Emancipare Investment Advisors, based in Tomball, TX, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 49 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Emancipare Investment Advisors offers an ongoing financial guidance service for a flat fee of $399 per month. This service includes:
- An initial comprehensive financial plan
- Monthly meetings covering educational topics such as insurance, home buying, taxes, healthcare, and budgeting
- Annual updates to the financial plan each January along with ongoing adjustments throughout the year
- Full financial plan — $2,400 total, paid in three monthly installments of $800
- Financial plan review — $499 for one scenario, plus $100 for each additional scenario
- Financial plan update — $699 for one scenario, plus $100 for each additional scenario
- Hourly consulting — $199 per hour for specific projects and one-off guidance
Location
Tomball, TX
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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
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.
Exams
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