Joshua Tomeoni
Joshua Tomeoni is a CFP, ChFC-designated registered investment advisor at Narrative Financial Group, based in Washougal, WA, with 14 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
All fees may be negotiable.
Fee Estimator
Location
Washougal, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business Activities
Joshua owns The Derelict LLC, an entertainment company, and handles its day-to-day operations. This requires minimal time and is not insurance, investment, or securities related.
Employment History
Current Registrations
Narrative Financial Group
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.