Moore Financial Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Moore Financial Advisors reports 92 clients. They include 48 high-net-worth individuals and 44 individual clients. Of its assets, 76.4% ($97.2M across 276 accounts) are managed with discretion; $30M across 74 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 20% |
| High-net-worth individuals | 52% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 44 | $24.8M | 19.5% | $564K |
| High-net-worth individuals | 48 | $102M | 80.5% | $2.13M |
| Total | 92 | $127M | 100% | $1.38M |
- Clients
- 44
- Regulatory AUM
- $24.8M
- AUM share
- 19.5%
- Avg. per client
- $564K
- Clients
- 48
- Regulatory AUM
- $102M
- AUM share
- 80.5%
- Avg. per client
- $2.13M
Total
- Clients
- 92
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- $1.38M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Moore Financial Advisors charges 0.50%–1.00% a year for its Wealth management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$4M | 0.75% |
| $4M and above | 0.50% |
Fee details and sources
Other fees
- Financial planning
- Stand-alone financial planning and college planning are billed at $350 an hour, or as a fixed engagement fee that typically ranges from $3,500 to $6,000, and may be negotiable.
Robert Kania owns 75% or more of Moore Financial Advisors. The leadership team of Moore Financial Advisors includes President Robert Kania. It has 4 employees, 3 of them in advisory roles.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Moore Financial Advisors, LTD.
Robert Kania
Control person · since February 2024
Moore Financial Advisors’ regulatory assets grew from $111M (March 2025) to $127M (August 2026); clients were 92 in both filings and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $127M | 92 | 4 | 4 |
| Mar 2025March 2025 | $111M | 90 | 4 | 4 |
Besides its headquarters, Moore Financial Advisors has 3 offices (3 private residences, listed without an address), with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 83 Leonard Street, Office #9, BelmontHQ
Contact and registration details
- Legal name
- Moore Financial Advisors, LTD.
- Headquarters
- 83 Leonard Street, Office #9, Belmont, MA 02478-2505
- Website
- mooreadvisors.com
- Phone
- 617-393-9999
- @moore-financial-advisors-ltd
- SEC file
- 801-131897
- Structure
- Massachusetts corporation
- Fiscal year end
- December
Moore Financial Advisors’ named custodians for separately managed accounts are Fidelity ($64.3M, 57%) and Altruist ($48.4M, 43%). Moore Financial Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Culver City, CA · $48.4M43%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $64.3M57%
At year end, Moore Financial Advisors’ separately managed accounts were mostly in stocks (70%) and funds (29%).
What the accounts hold
- Stocks70%
- Funds29%
- Cash1%
How many clients does Moore Financial Advisors have?
Moore Financial Advisors has 92 clients and manages $127 million for them, as of August 2026. They include 48 high-net-worth individuals and 44 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Moore Financial Advisors offer?
Moore Financial Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Moore Financial Advisors charge?
Moore Financial Advisors charges 0.50%–1.00% a year for its Wealth management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: MFA ADV2A/2B DISCLOSURE BROCHURE, filed 14 August 2026
Which custodians does Moore Financial Advisors use?
Moore Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $64.3M and Altruist Financial LLC (Culver City, CA), with $48.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Moore Financial Advisors have?
Moore Financial Advisors has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moore Financial Advisors invest in?
At the end of its last fiscal year, Moore Financial Advisors’ separately managed accounts held 70% exchange-traded equities, 29% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Moore Financial Advisors?
Moore Financial Advisors’ direct owner is Robert Kania (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Moore Financial Advisors get paid?
Moore Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Moore Financial Advisors?
Moore Financial Advisors’ main office is at 83 Leonard Street, Office #9, Belmont, MA 02478-2505. Its phone number is 617-393-9999. Its website is mooreadvisors.com.