# Todd Meier

> Todd Meier is a fee-only financial advisor at BOZ & Company in Lake Oswego, Oregon, who holds the CFA credential. BOZ & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/todd-meier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** BOZ & Company
- **Based in:** Lake Oswego, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.9M across 116 accounts
- **Credentials:** CFA
- **CRD:** 6216427 (https://adviserinfo.sec.gov/individual/summary/6216427)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://fp.morningstar.com

## Frequently asked questions

### Is Todd Meier a fee-only financial advisor?

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

### How does Todd charge for financial advice?

Todd's firm, BOZ & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Todd Meier based?

Todd Meier is based in Lake Oswego, Oregon.

### What credentials does Todd Meier hold?

Todd Meier holds the CFA credential.

### Is Todd Meier registered with the SEC?

Yes. Todd Meier is registered as an investment adviser representative in OR, TX and WA (CRD 6216427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BOZ & Company manage?

BOZ & Company reports $15.9M across 116 accounts in assets under management.

### How do I contact Todd Meier?

Through Todd's website, fp.morningstar.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6216427): 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

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