Hayley Moore is a CFP-designated registered investment advisor at Stewardship Wealth Advisors, based in Phoenix, AZ, with 7 years of industry experience. Hayley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 117 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.80% |
| $6M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1440 E. Missouri Avenue, Suite C115, Phoenix, AZ, 85014
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 Activities
Hayley is a board member of the Young Professional Council for Big Brothers Big Sisters AZ since May 2023. This requires about 10-20% of her time.
Employment History
Current Registrations
Stewardship Wealth Advisors
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
State Registrations1 state
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.