Five Star award winner Tony Moeller, CPA

PROFESSIONAL PROFILE

Contact Me

Tony Moeller, CPA

President & Founder

Integrity Advisory, LLC

12721 Metcalf Ave, Suite 202

Overland Park, KS 66213

Office: 913-897-2074

tmoeller@integrity-advisory.com
www.integrity-advisory.com

Professional Approach

Tony combines his past accounting background with over 31 years as a registered investment advisor. His experience of working with individuals, business owners, doctors, retirees, and qualified retirement plans with simple tools, direct communication and absolute integrity has made his firm successful. With a fee-only environment, this assures you that investment recommendations and management of your funds is completely objective. You can also expect the Integrity Advisory's team to:

Provide innovative technology tools to track and predict asset growth
Use advanced tax planning techniques and portfolio management tools to limit your risk and maximize your returns
Walk side by side with you through life transitions serving as your advocate for all your financial needs.

See Accomplishments

Click to access BrokerCheck

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one clients’ experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,579 Kansas City wealth managers were considered for the award; 115 (7% of candidates) were named 2020 Five Star Wealth Managers. 2019: 1,574 considered, 134 winners; 2018: 1,387 considered, 119 winners; 2017: 952 considered, 212 winners; 2016: 880 considered, 216 winners; 2015: 1,572 considered, 201 winners; 2014: 785 considered, 176 winners; 2013: 766 considered, 203 winners; 2012: 676 considered, 200 winners.