Todd Moritz, CFP®, CPA White Turf Financial
- Virtual, Denver, CO 80221
- (847) 826-6070
- TMoritz@WhiteTurfFinancial.com
- https://www.WhiteTurfFinancial.com
About Todd Moritz, CFP®, CPA/PFS, BFA
White Turf Financial was founded by Todd Moritz with the aim of ensuring the client’s interests are put first. White Turf operates on a fee-only basis so that you know all advice is given because it is best for your individual situation. White Turf will not receive any kickbacks, commissions, or incentives, for directing you in one direction or another. At the end of the day, everyone wants to feel confident and secure, and White Turf aims to do the worrying for you, so you don’t have to.
Todd is a CERTIFIED FINANCIAL PLANNER™ (CFP®), a Certified Public Accountant (CPA), and a Personal Financial Specialist (PFS). He has a background in public accounting, working on tax planning for high net worth individuals, nonprofits, and small businesses, as well as complex investment taxation situations. After spending some time in the investment world, Todd transitioned to financial planning, where he feels his true calling in doing the financial worrying for you, so you don’t have to.
He is supported by his wife, Hilary, and through copious dog cuddles from their Great Dane, Jaxson, and Boxer/Lab, Duncan.
Ideal Clients
- Gen Y/Millennials
- HENRY
- Pharmacists
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Model:
- Monthly Fee: $250+/mo
- Hourly Fee: $250/hr
- Tax Preparation: $250+
- AUM: 1%+
- Flat Fee: $400+
Pricing varies by services offered. Contact advisor for additional fee options.
SEC Records:
States Registered
- Minnesota
