Todd Meier
BOZ & Company · Lake Oswego, Oregon
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.
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Facts
| Firm | BOZ & Company |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.9M across 116 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6216427 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fp.morningstar.com |
How Todd's firm compares
- BOZ & Company's average account is about $137,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Todd
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.
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
- 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.
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