Moore Financial Strategies offers comprehensive financial planning and investment advisory services. Services include tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews. MFS does not sell insurance or investment products and is compensated solely by client fees.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Moore Financial Strategies offers an Open Retainer service for a fixed annual fee of $2,500 - $50,000. This includes scheduled meetings, email and phone consultations, tax preparation, tax planning, insurance review, portfolio analysis, retirement planning, and estate plan reviews. The fee depends on your income, assets, complexity, and time required.
- Project Retainer: Focuses on specific financial areas like goal setting, tax planning, or investment review. Follow-up advice is not included. Tax return preparation is a separate service for an additional fee.
- Financial Review: A three-hour review of three financial planning topics selected by you. No follow-up services are provided.
Annual Retainer:$2,500 - $50,000/year
Hourly Rate:Up to $400/hr
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