# Kyle Moerschbacher

> Kyle Moerschbacher is a fee-only financial advisor at Kooman & Associates in Altoona, Pennsylvania, who holds the CFP credential. Kyle focuses on retirement planning, estate & legacy planning and tax planning. Kooman & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-moerschbacher/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kooman & Associates
- **Based in:** Altoona, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $555.6M across 1,596 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **CRD:** 7241062 (https://adviserinfo.sec.gov/individual/summary/7241062)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://www.kooman.com/

## Frequently asked questions

### Is Kyle Moerschbacher a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Kooman & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle's firm, Kooman & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kyle Moerschbacher based?

Kyle Moerschbacher is based in Altoona, Pennsylvania.

### What does Kyle specialize in?

Kyle's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer.

### What credentials does Kyle Moerschbacher hold?

Kyle Moerschbacher holds the CFP credential.

### Is Kyle Moerschbacher registered with the SEC?

Yes. Kyle Moerschbacher is registered as an investment adviser representative in PA (CRD 7241062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kooman & Associates manage?

Kooman & Associates reports $555.6M across 1,596 accounts in assets under management.

### How do I contact Kyle Moerschbacher?

Through Kyle's website, www.kooman.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7241062): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.kooman.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.