Todd Moerman
Integrity Investment Advisors · Fort Collins, Colorado
Todd Moerman is a fee-only financial advisor at Integrity Investment Advisors in Fort Collins, Colorado. Todd charges a percentage of assets (0.7% a year on the first tier of assets managed and typically works with clients with $3,000,000 or more) and focuses on retirement planning, tax planning and founders (pre-exit).
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- High earners
- Physicians
Facts
| Firm | Integrity Investment Advisors |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.7% a year on the first tier of assets managed · Typically works with clients with $3,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $394.3M across 512 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 5806129 |
| Exams passed | Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.integrityia.com |
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Questions about Todd
Is Todd Moerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Integrity Investment Advisors 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 charges a percentage of assets.
How much does Todd charge?
According to Integrity Investment Advisors's website, checked October 30, 2026: 0.7% a year on the first tier of assets managed; typically works with clients with $3,000,000 or more.
Does Todd work with clients virtually?
Yes. Integrity Investment Advisors says on its website that it works with clients remotely.
Where is Todd Moerman based?
Todd Moerman is based in Fort Collins, Colorado.
What does Todd specialize in?
Todd's specialties include retirement planning, tax planning, founders (pre-exit), small business owners, retirement with concentrated positions and equity compensation. Todd works with pre-retirees, retirees, founders, high earners and physicians.
Is Todd Moerman registered with the SEC?
Yes. Todd Moerman is registered as an investment adviser representative in CO and TX (CRD 5806129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integrity Investment Advisors manage?
Integrity Investment Advisors reports $394.3M across 512 accounts in assets under management.
How do I contact Todd Moerman?
Through Todd's website, www.integrityia.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
- Integrity Investment Advisors 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.
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