Fiduciary Fee-Only Financial Advisors
Client-Centered, Fee-Only Fiduciary at Moore Invested
At our core, we are a fiduciary, which is a legal designation defined by the Investment Advisers Act of 1940 and overseen by the SEC. This means that we are bound to always act in the best interest of our clients when providing financial advice. As a Fee-Only firm, we are exclusively compensated by our clients – no commissions, no referral fees, and no involvement in other financial services like mortgages, insurance, or accounting. This ensures that our advice is free from any hidden incentives or conflicts of interest.
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Why Our Fee-Only Model Matters
At Moore Invested we believe the only way to provide genuine financial advice is to align our interests completely with yours. When you work with us, you can trust that our recommendations are purely based on what’s best for your financial situation—without any outside influences. We evaluate what life with an upside looks like for our client, prioritizing your goals and always operating in your best interest.
How We Differ From Other Financial Firms
Many financial institutions, such as banks and brokerages, have complex compensation structures that may not be fully transparent. Their advisors could earn extra money by recommending certain products or investments, potentially creating conflicts of interest. Even some registered investment advisers (RIAs) who claim to be fiduciary independent advisors may have side businesses, such as insurance or mortgage services, that create unnecessary conflicts. We believe these business models can undermine trust.
Our Commitment to the Fee-Only Fiduciary Standard
Since our founding in Atlanta, we have remained committed to the Fee-Only fiduciary model. We value the trust our clients place in us, knowing that we’re transparent and focused solely on their best interests. This approach brings peace of mind to our clients, who understand that our service model is built around their financial success.
Comprehensive Financial Planning and Investment Advice
At all times, your financial advisor at Moore Invested operates as a fiduciary, whether discussing investment management or digging into financial planning relevant to your family. Our goal is to ensure that you feel confident we’re not steering you toward any related business ventures. Our advice is purely focused on providing the best wealth management strategies for your unique circumstances.
What Does “Fee-Only” Mean?
The term “Fee-Only” can be confusing in the financial world, as some advisors attempt to blur the lines by using similar terms like “fee-based.” Fee-Only means we’re only compensated by you, the client, for our advice—there are no commissions or hidden fees. This is in contrast to fee-based advisors, who may also receive compensation from other sources, such as selling you additional financial products or earning incentives based on your investment decisions.
If you prefer an advisor who is truly aligned with your interests and not focused on selling you products, Moore Invested could be the right fit for your family. Our number one priority is you, and our wealth management model is designed around that commitment.
Are you living life with an upside?
If you need help with your financial future and are ready to talk to Moore Invested,
contact us today to schedule your free consultation.
contact us today to schedule your free consultation.