Edward Toole is a CFP-designated registered investment advisor at Toole Financial, based in Longmeadow, MA, with 1 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 15 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Toole Financial charges $150 per month for ongoing financial planning, paid in arrears. This service is only available to clients who have completed an initial project-based financial planning engagement. The planner will monitor the plan, recommend changes, and ensure the plan is up-to-date. Clients will receive an updated, written report no less than annually.
Toole Financial offers project-based financial planning services charged at an hourly rate of $250. This is for clients looking to address specific questions or issues. The final fee is negotiable and outlined in the advisory contract.
Location
Longmeadow, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Toole Financial
State Registrations2 states
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