Paul Toohey
Paul Toohey is a registered investment advisor at Tcfg Investment Advisors, LLC, based in Anaheim Hills, CA, with 50 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,344 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
140 S. Chaparral Court, Ste 130, Anaheim Hills, CA, 92808
Get directionsHistory
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 ActivitiesSells Insurance
Paul is a sole proprietor involved in insurance sales, dedicating about 10-20% of his time. He is also the President of 2E Wealth Management Inc and an insurance agent for TCFG Insurance Solutions, LLC, selling various insurance products.
Employment History
Current Registrations
Tcfg Investment Advisors, LLC
Tcfg Wealth Management, LLCBroker
Previous Registrations
The Planners Network, INC.
National Planning CorporationBroker
Mutual Service CorporationBroker
Value Equities CorporationBroker
Mutual Service CorporationBroker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
Investors Diversified Services, INC.Broker
State Registrations7 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.