Kyle Moore
CFP®
Cru Wealth Management
Financial Advisor | Founder
Kyle Moore
CFP®
Cru Wealth Management
Financial Advisor | Founder
My aim is to build personal relationships with each of my clients so that I can best help them on their financial journey. - Kyle Moore, CFP®
Fee-Only financial planner located in North Richland Hills, TX, serving clients locally and across the country
Kyle Moore is a Dallas Fort Worth, TX fee-only financial advisor serving clients locally and across the country. Cru Wealth Management provides comprehensive financial planning and investment management to help individuals and families and young professionals organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kyle Moore is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kyle Moore has a broad industry background that has influenced the construction of Cru Wealth Management. He spent time with Fidelity Investments where he focused primarily on retirement planning and 401(k) strategy. At Charles Schwab, Kyle supported high net worth advice and investment management in Dallas. More recently, he spent time with Facet Wealth where he focused on balancing investing with debt management, student loan strategy, and holistic planning with families across the country. This experience is what led to Kyle envisioning a better company, with a higher dedication to clients, by bringing the best of everything to the table.
Kyle is a CERTIFIED FINANCIAL PLANNER™ and member of the National Association of Personal Financial Advisors. He has sworn to a fiduciary oath of putting clients interests above all else. He also currently holds the series 66 license, and previously held his series 7 and state level insurance license.
Kyle is married to his wife Amber, and they are kept busy by their playful dog, Copper. Outside of work, Kyle is passionate about cooking and exploring the world of wine. In fact, Cru is a wine industry term used in France to describe vineyards of superior quality. When building his company, Kyle felt this aligned with his objective in the financial industry.
Kyle Moore is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Cru Wealth Management is a boutique firm that prides itself on truly personalized advice. We don't focus on growth of the company, only the relationships with our clients. That is why we limit our advisors to 70 clients - so they get the attention they truly deserve. We offer financial planning and investment management services so ensure our clients have a strategy in place to reach their goals efficiently.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Income Planning
- Investment Management
- Tax Planning
- Comprehensive Financial Planning
Ideal Clients
- Young Professionals
- Retirees and Near Retirees
- Growing Families
- Sudden Money Situations
- Novice Investors
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Kyle A. Moore is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Kyle Moore is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Kyle Moore is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Kyle Moore
Office Locations:
-
By Appointment Only
North Richland Hills, TX 76182
