CRD: 335975
Moffatt Financial Strategies
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-17-2025
- Office Locations
- 1
Office Locations
About Moffatt Financial Strategies
Moffatt Financial Strategies is a Fort Worth, TX registered investment advisor providing strategic wealth management and full-spectrum financial planning, including customized portfolio management, risk and tax-efficiency planning, retirement and estate planning, philanthropy, and business valuation/succession and 401(k) plan support. Uses open-architecture portfolios with custom indexing and a personal financial website for clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DEREK JEFFERSON MOFFATT
President, Senior Wealth Advisor
- CRD
- #4911240
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Nathan Thomas Johnson
--
- CRD
- #6937298
BONNIE JEAN MOSELEY
--
- CRD
- #3005074
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,310,881 | $653,432 |
| Non-Discretionary | $821,110 | $273,703 |
| Total | $117,131,991 | $647,138 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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