Todd Tocco is a CFP-designated registered investment advisor at Certified Advisory CORP, based in Arnold,, MD, with 23 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,556 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and subject to review. Subject to a $250 per quarter minimum fee.
Fee Estimator
Location
Arnold,, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is the manager of TJT Financial, LLC, providing financial advisory services since 2014. This is an investment-related activity and takes nearly full-time.
Employment History
Current Registrations
Certified Advisory CORP
Previous Registrations
Charles Schwab & CO., INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.