Moore Financial Management, Inc. is an independent, fee-only fiduciary Registered Investment Adviser (Firm CRD# 289983) located in the Lakewood Ranch corridor of East Bradenton, Manatee County, Florida. Founded and led by President C. Garrett Moore, CFP®, ChFC® (Individual CRD# 5348296), who holds both the Certified Financial Planner™ and Chartered Financial Consultant® designations, the firm operates on a 100% fiduciary, commission-free basis providing retirement income engineering, tax-smart withdrawal strategies, and low-cost institutional portfolio management to retirees and pre-retirees across East Bradenton, Lakewood Ranch (34211/34202), Parrish, and Mill Creek.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Moore Financial Management, Inc.); SEC IAPD Individual Profile (C. Garrett Moore, CFP®, ChFC®); Moore Financial Management Official Website
Issuer: Florida Office of Financial Regulation / SEC IAPD
Notes: Moore Financial Management, Inc. (Firm CRD #289983) is an independent, fee-only fiduciary Registered Investment Adviser located at 12343 Whisper Lake Dr, Bradenton, FL 34211.
Issuer: CFP Board / The American College / SEC IAPD
Notes: Founded and led by President C. Garrett Moore, CFP®, ChFC® (Individual CRD #5348296), an active Certified Financial Planner™ and Chartered Financial Consultant® professional with zero regulatory disclosures.
Factual details and direct answers about Moore Financial Management, Inc.'s services, licensing, and credentials.
Is Moore Financial Management in Bradenton a fee-only fiduciary firm?
Yes. Moore Financial Management, Inc. (Firm CRD #289983) is an independent, fee-only Registered Investment Adviser bound by a 100% fiduciary duty, meaning the firm never accepts commissions or third-party product sales incentives.
What professional credentials does founder C. Garrett Moore hold?
Founder and President C. Garrett Moore, CFP®, ChFC® (Individual CRD #5348296) holds both the Certified Financial Planner™ certification and the Chartered Financial Consultant® designation.
Where is Moore Financial Management located in Manatee County?
The practice is located in East Bradenton / Lakewood Ranch at 12343 Whisper Lake Drive, Bradenton, Florida 34211, serving retirees across Lakewood Ranch, Bradenton, and Parrish.
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