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TrueAdvisor
TP
CFP · ChFC
TP
CFP · ChFC

Toby Prestegaard

Edward Jones
25 Years of Experience
Phoenix, AZ
Broker
View SEC Summary
View SEC Summary

Toby Prestegaard is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Phoenix, AZ, with 25 years of industry experience. Toby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6868 N 7th Ave Suite 103, Phoenix, AZ, 85013

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Edward JonesBroker
December 2025 - Present · 10 mos
Edward Jones
December 2025 - Present · 10 mos
Previous Registrations
PNC Wealth Management
April 2024 - December 2025 · 1 yr 8 mos
PNC Wealth Management LLCBroker
April 2024 - December 2025 · 1 yr 8 mos
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April 2022 - April 2024 · 2 yrs
Robert W. Baird & CO. IncorporatedBroker
April 2022 - April 2024 · 2 yrs
Raymond James Financial Services Advisors, INC
March 2021 - April 2022 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
February 2021 - April 2022 · 1 yr 2 mos
Midland Financial Advisors, INC.
November 2017 - March 2021 · 3 yrs 4 mos
Northwestern Mutual Investment Services,llc
January 2013 - November 2017 · 4 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 2013 - November 2017 · 4 yrs 10 mos
Northwestern Mutual Investment Services,llc
July 2004 - May 2012 · 7 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
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H&r Block Financial Advisors, INC.Broker
October 2003 - March 2004 · 5 mos
Woodbury Financial Services, INC.Broker
July 2003 - October 2003 · 3 mos
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American Express Financial Advisors INC.Broker
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Ids Life Insurance CompanyBroker
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American Express Financial Advisors INC.Broker
March 1999 - September 1999 · 6 mos
State Registrations11 states
AZCAFLILKYMNNYOHORWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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