White Turf Financial LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$7,500⁠-⁠$10,000

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $7,500 to $10,000, depending on complexity and the needs of the client, and an ongoing fee that is paid monthly, in arrears, at the rate of $750 to $1,000 per month, or quarterly, in arrears, at the rate of $2,250 to $3,000 per…”

Monthly fee

$750⁠-⁠$1,000/mo

From the same sentence as above.

Quarterly fee

$2,250⁠-⁠$3,000/qtr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How White Turf Financial LLC. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Portfolio Management fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How White Turf Financial LLC.’s fees compare

• Its flat or project fee of $7,500-$10,000 is above the Minnesota median of $5,250. 67% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in St Paul that publish a flat or project fee charge less.

About White Turf Financial LLC.

• Principal: Todd Moritz
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

24

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$17,705,647

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299590

Website

whiteturffinancial.com (opens in new tab)

Phone

(847) 826-6070

Can advise clients in 2 states: Colorado, Minnesota

Other planners in St Paul that publish fees

• Endurance Financial GroupSt. Paul$4,000⁠-⁠$6,750/yr
• Fiduciary Counselling IncSt Paul$1,500, $500/yr
• R.m. Shannon Wealth Management, LLCSt. Paul$300/hr, $2,500⁠-⁠$20,000
• Winter & Associates, Inc.St. Paul$350⁠-⁠$400/hr, $3,500⁠-⁠$6,500

Compare all 8 planners in St Paul