Bonnie Moseley is a CFP-designated registered investment advisor at Moffatt Financial Strategies, based in Fort Worth, TX, with 16 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 181 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
425 Houston Street, Suite 575, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie is an agent at LWM Insurance Solutions, an insurance agency, since 2018. This takes a few hours per week.
Employment History
Current Registrations
Moffatt Financial Strategies
Previous Registrations
Intelligence Driven Advisers, LLC
Labrum Wealth Management, LLC
Sbr Financial Group
Akt Wealth Advisors, LP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.