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Moore Financial Freedom, LLC (Waxahachie)


Moore Financial Freedom, LLC is an adviser based in Waxahachie. It manages $17.81 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2011.

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Moore Financial Freedom provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moore Financial Freedom: assets under management

The assets under management (AUM) of Moore Financial Freedom, LLC is $17.81 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $786.03 thousand in discretionary accounts and $17.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moore Financial Freedom, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waxahachie

The principal office where Moore Financial Freedom, LLC performs its advisory services is located at 103 Executive Court, Suite #1, Waxahachie, TX 75165, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-938-1112. The normal business hours are 8:00am- 5:00pm on Monday - Friday. You can find more information about the New York firm at www.moorefinancialfreedom.com.


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