UBS Financial Services
47yrs
Top advisor by experience in Plano
New
Hammad Moon
Financial advisor at Ihsan Wealth
Hammad Moon is a financial advisor in Plano, Texas, registered since Aug 2026. Hammad has been with Ihsan Wealth since 2026. Hammad holds the CFA designation.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
OfficePlano, TX
FirmIhsan Wealth
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Ihsan Wealth
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Aug 2026 – nowIhsan WealthCurrent firm
Questions to ask Hammad
Tailored to Hammad’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Hammad
How do I contact Hammad?
Call Ihsan Wealth at 224-266-4736 and ask for Hammad Moon. Hammad works from the Plano, TX office.
How long has Hammad been a financial advisor?
Hammad is new to the profession, registered since Aug 2026, and holds 0 licenses.
What licenses does Hammad hold?
No exams are listed on the official record.
Is Hammad a fiduciary?
Hammad is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Hammad paid?
Ihsan Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Hammad 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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