EM

Edward Thomas Moore

25 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Hourly Rate:Up to $500/hr

Fees are negotiable and may differ from client to client based upon services provided, investment strategies utilized, the amount of assets to be managed, portfolio composition, the scope and complexity of the engagement, the anticipated number of meetings and servicing needs, related accounts, anticipated future additional assets, the professional(s) rendering the service(s), prior relationships with Belpointe and/or your Advisor and negotiations with the client. Fees cannot exceed 2.5% annually. Hourly fees shall not exceed $500.00 per hour. Fixed fees are negotiable and shall vary based on the nature and extent of the services agreed to be rendered. A technology fee of $40 is charged annually per account.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingRetirees
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Advisor Information

Office location

7350 E. Progress Place, Suite 100, Greenwood Village, CO, 80111

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2021
Pending
Other Business ActivitiesSells Insurance

Edward is an insurance agent providing insurance products and services, dedicating about a quarter of his time to this activity. He also owns a portion of Family Legacy Consulting and has a pass-through company called Love U Moore, spending minimal time on these ventures.

Employment History
Current Registrations
Belpointe Asset Management LLC
July 2025 - Present · 6 mos
Fortis Capital Advisors, LLC
July 2025 - Present · 6 mos
Previous Registrations
Mountain Financial Capital
April 2018 - October 2025 · 7 yrs 6 mos
Regulus Advisors, LLCBroker
December 2014 - February 2018 · 3 yrs 2 mos
American Portfolios Financial Services, INC.Broker
November 2011 - December 2014 · 3 yrs 1 mo
Regal Investment Advisors LLC
November 2011 - February 2018 · 6 yrs 3 mos
First Financial Advisors, LLC
March 2011 - November 2011 · 8 mos
First Financial Advisors, LLC
December 2010 - March 2011 · 3 mos
Householder Group Financial Advisors, LLC
August 2009 - November 2010 · 1 yr 3 mos
Householder Group Financial Advisors, LLC
August 2009 - August 2009 · 0 mos
Securities Service Network, INC.Broker
August 2009 - September 2010 · 1 yr 1 mo
New England Securities Corporation
July 2005 - July 2009 · 4 yrs
New England SecuritiesBroker
June 2005 - July 2009 · 4 yrs 1 mo
Afs Brokerage, INC.
March 2005 - June 2005 · 3 mos
Falco Financial Services, INC.
June 2004 - July 2005 · 1 yr 1 mo
Afs Brokerage, INC.Broker
June 2004 - June 2005 · 1 yr
New England Securities Corporation
August 2002 - May 2004 · 1 yr 9 mos
New England SecuritiesBroker
August 2002 - May 2004 · 1 yr 9 mos
Morgan Stanley
March 2001 - July 2002 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
July 2000 - July 2002 · 2 yrs
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Edward Thomas Moore - Financial Advisor | AdvisorDiscover