Kyle Moerschbacher
Kooman & Associates · Altoona, Pennsylvania
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.
Request an introduction to Kyle →
Specialties
Facts
| Firm | Kooman & Associates |
|---|---|
| Based in | Altoona, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $555.6M across 1,596 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7241062 |
| Exams passed | Series 66 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.kooman.com |
How Kyle's firm compares
- Kooman & Associates's average account is about $348,000, from its Form ADV (assets managed divided by 1,596 accounts).
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Kooman & Associates website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.