American Wealth Management
47yrs
Top advisor by experience in Alpharetta
23yrs
Based in Alpharetta, Georgia, Wayne Moss is a fiduciary financial advisor with 23 years of industry experience. Wayne has been with HB Wealth since 2021; before that, Wayne spent 12 years at Homrich Berg and two years at Synovus Securities. Wayne holds the CFP® designation.
One of 1197 advisors with offices in Alpharetta, and one of 1131 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 18% by experience at HB Wealth
Office2475 Northwinds Parkway Suite 100, Alpharetta, GA 30009
FirmHB Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$4.83 million
Advisors at the firm167
States licensed ?1 state
Services through HB Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowHB WealthCurrent firm
- 2009 – 2021Homrich BergPreviously
- 2003 – 2005Synovus Securities, Inc.Previously
- 2003 – 2008Creative Financial Group LTDPreviously
Contact Wayne
(404) 264-1400Firm headquarters in Atlanta, GA. Ask for Wayne. 2475 Northwinds Parkway Suite 100Alpharetta, GA 30009Office · Get directions LinkedIn pageHB Wealth
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Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call HB Wealth at (404) 264-1400 and ask for Wayne Moss. Wayne works from the Alpharetta, GA office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 2003, about 23 years. Top 18% by experience at HB Wealth.
What licenses does Wayne hold?
Series 66. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Wayne paid?
HB Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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