# Moore Financial Advisors, Ltd.

> 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.

- CRD: 130421
- Filed as: MOORE FINANCIAL ADVISORS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Belmont, MA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130421
- AdvisorCensus page: https://advisorcensus.com/firm/moore-financial-advisors-ltd-belmont-ma-130421

## Quick answers

**How is Moore Financial Advisors, Ltd. compensated?**
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).

**How much does Moore Financial Advisors, Ltd. charge?**
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.

**Where is Moore Financial Advisors, Ltd. located?**
Moore Financial Advisors, Ltd.'s principal office is in Belmont, MA, according to its Form ADV.

**Is Moore Financial Advisors, Ltd. registered with the SEC or a state?**
Moore Financial Advisors, Ltd. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 130421.

**How much does Moore Financial Advisors, Ltd. manage?**
Moore Financial Advisors, Ltd. reports $127,239,098 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (76% discretionary).

**How have Moore Financial Advisors, Ltd.'s assets and staff changed since 2025?**
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.

**What types of clients does Moore Financial Advisors, Ltd. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (48); individuals (other than high net worth individuals) (44).

**Which custodians does Moore Financial Advisors, Ltd. use?**
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.

**Does Moore Financial Advisors, Ltd. report any disciplinary disclosures?**
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

**Does Moore Financial Advisors, Ltd. state an account minimum?**
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."

**What changed in Moore Financial Advisors, Ltd.'s recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $350 an hour (financial planning services)

> 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.

- Flat fee: $3,500 to $6,000 (financial planning services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $127,239,098
- Discretionary: $97,245,609
- Non-discretionary: $29,993,489

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $24,837,858 |
| High net worth individuals | 48 | $102,401,240 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mooreadvisors.com
- LinkedIn @moore-financial-advisors-ltd

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,070,659 | 4 | March 13, 2025 |
| October 2026 | $127,239,098 | 4 | August 14, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in NH.

### April 2026
- Regulatory assets under management went from $111,070,659 to $127,239,098 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moore Financial Advisors, Ltd. (CRD 130421): Form ADV filing data as of October 2026.