{
  "crd_number": 130421,
  "slug": "moore-financial-advisors-ltd-belmont-ma-130421",
  "primary_business_name": "MOORE FINANCIAL ADVISORS, LTD.",
  "legal_name": "MOORE FINANCIAL ADVISORS, LTD.",
  "dbas": [],
  "city": "Belmont",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-02-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 127239098.0,
  "raum_discretionary": 97245609.0,
  "raum_non_discretionary": 29993489.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24837858.0,
      "count": 44
    },
    "high_net_worth_individuals": {
      "raum": 102401240.0,
      "count": 48
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "RI"
  ],
  "websites": [
    "https://linkedin.com/company/moore-financial-advisors-ltd/about",
    "https://mooreadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130421",
  "city_as_filed": "BELMONT",
  "url": "https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421",
  "display_name": "Moore Financial Advisors, Ltd.",
  "summary": "Moore Financial Advisors, Ltd. is an SEC-registered investment advisory firm in Belmont, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Moore Financial Advisors, Ltd. (CRD 130421): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Moore Financial Advisors, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Moore Financial Advisors, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Moore Financial Advisors, Ltd. charge?",
      "a": "Its Form ADV Part 2A brochure dated August 14, 2026 states: Hourly rate: $350 an hour (financial planning services); Flat fee: $3,500 to $6,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Moore Financial Advisors, Ltd. located?",
      "a": "Moore Financial Advisors, Ltd.'s principal office is in Belmont, MA, according to its Form ADV."
    },
    {
      "q": "Is Moore Financial Advisors, Ltd. registered with the SEC or a state?",
      "a": "Moore Financial Advisors, Ltd. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 130421."
    },
    {
      "q": "How much does Moore Financial Advisors, Ltd. manage?",
      "a": "Moore Financial Advisors, Ltd. reports $127,239,098 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (76% discretionary)."
    },
    {
      "q": "How have Moore Financial Advisors, Ltd.'s assets and staff changed since 2025?",
      "a": "In the Form ADV data for Moore Financial Advisors, Ltd.: Regulatory assets under management: $111,070,659 in the October 2025 data and $127,239,098 in the October 2026 data, up 15%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Moore Financial Advisors, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (44)."
    },
    {
      "q": "Which custodians does Moore Financial Advisors, Ltd. use?",
      "a": "Moore Financial Advisors, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Moore Financial Advisors, Ltd. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130421"
    },
    {
      "q": "Does Moore Financial Advisors, Ltd. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 14, 2026 says: \"MFA generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum relationship size may be waived at the sole discretion of MFA.\""
    },
    {
      "q": "What changed in Moore Financial Advisors, Ltd.'s recent Form ADV filings?",
      "a": "In the May 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111070659.0,
      "total_employees": 4,
      "filing_date": "2025-03-13"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 127239098.0,
      "total_employees": 4,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $111,070,659 to $127,239,098 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (financial planning services)",
      "Flat fee: $3,500 to $6,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "MFA generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum relationship size may be waived at the sole discretion of MFA."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning services)"
        ],
        "quotes": [
          "The Advisor also offers financial planning services as a stand-alone service on an hourly basis or for a fixed engagement fee. Hourly services are charged at $350 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,500 to $6,000 (financial planning services)"
        ],
        "quotes": [
          "Fixed engagement fees typically range from $3,500 - $6,000. Fees may be negotiable based on the nature and complexity of the services to be provided"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 3500.0,
          "max": 6000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "MFA generally requires a minimum relationship size of $500,000 to effectively implement its investment process. This minimum relationship size may be waived at the sole discretion of MFA.",
      "The Advisor also offers financial planning services as a stand-alone service on an hourly basis or for a fixed engagement fee. Hourly services are charged at $350 per hour.",
      "Fixed engagement fees typically range from $3,500 - $6,000. Fees may be negotiable based on the nature and complexity of the services to be provided"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 44,
      "fewer_than_5": false,
      "raum": 24837858.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 102401240.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130421",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}