# Moore Financial Strategies, LLC

> Moore Financial Strategies, LLC is a state-registered investment advisory firm in Sylvan Lake, MI, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated February 23, 2026.

- CRD: 144105
- Filed as: MOORE FINANCIAL STRATEGIES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sylvan Lake, MI
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144105
- AdvisorCensus page: https://advisorcensus.com/firm/moore-financial-strategies-llc-sylvan-lake-mi-144105

## Quick answers

**How is Moore Financial Strategies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moore Financial Strategies, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Moore Financial Strategies, LLC located?**
Moore Financial Strategies, LLC's principal office is in Sylvan Lake, MI, according to its Form ADV.

**Is Moore Financial Strategies, LLC registered with the SEC or a state?**
Moore Financial Strategies, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 144105.

**Does Moore Financial Strategies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144105

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2009 (16 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [moorefinancialstrategies.com](https://moorefinancialstrategies.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moore Financial Strategies, LLC (CRD 144105): Form ADV filing data as of October 2026.
