Todd Moritz
White Turf Financial · St Paul, Minnesota
Todd Moritz is a fee-only financial advisor at White Turf Financial in St Paul, Minnesota, who holds the BBA, CFP and CPA/PFS credentials. Todd charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $750 a year and one-time plans from $1,500) and focuses on small business owners, equity compensation and tax planning.
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Specialties
Who they serve
- Founders
- Tech employees
- Mid-life transitions
Facts
| Firm | White Turf Financial |
|---|---|
| Based in | St Paul, Minnesota |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $750 a year · One-time plans from $1,500 · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $17.7M across 74 accounts |
| Credentials | BBA · CFP · CPA/PFS · CPA · PFS |
| SEC registration | Investment adviser representative in CO, MN · CRD 6679055 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | whiteturffinancial.com |
| Profile |
How Todd's firm compares
- Ongoing planning starts at $750 a year, below the Minnesota median of $2,100 for fee-only firms that publish prices.
- A one-time plan starts at $1,500, above the Minnesota median of $1,200 for fee-only firms that publish prices.
- White Turf Financial's average account is about $239,000, from its Form ADV (assets managed divided by 74 accounts).
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Questions about Todd
Is Todd Moritz a fee-only financial advisor?
Yes. Todd Moritz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Todd's firm.
How does Todd charge for financial advice?
Todd charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Todd charge?
According to White Turf Financial's website, checked October 28, 2026: ongoing planning from $750 a year; one-time plans from $1,500; 1% a year on the first tier of assets managed; no asset minimum.
Where is Todd Moritz based?
Todd Moritz is based in St Paul, Minnesota.
What does Todd specialize in?
Todd's specialties include small business owners, equity compensation and tax planning. Todd works with founders, tech employees and mid-life transitions.
What credentials does Todd Moritz hold?
Todd Moritz holds the BBA, CFP, CPA/PFS, CPA and PFS credentials.
Is Todd Moritz registered with the SEC?
Yes. Todd Moritz is registered as an investment adviser representative in CO and MN (CRD 6679055), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does White Turf Financial manage?
White Turf Financial reports $17.7M across 74 accounts in assets under management.
How do I contact Todd Moritz?
Through Todd's website, whiteturffinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St Paul
Other advisors in Minnesota who focus on small business owners
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- White Turf Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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