Craig Toberman is the Founder of Toberman Wealth in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Toberman Wealth is a Fee-Only Financial Advisor in St. Louis providing retirement planning advice and fiduciary investment management. At Toberman Wealth, we believe in comprehensive financial planning that helps families achieve their goals. Our firm is a family business, and we treat our clients as part of our extended family. From our family to yours, lets create a plan to grow your wealth and bring your family closer in the process.
General Information |
| Firm Start Year: | 2020 | |
| Number of Years with Current Firm: | 3 |
| Work Experience: | Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA). |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting |
Services |
| Investment Types: | Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Your Office, Our Offices, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Compensation Methods: | Based on Assets |
| Fee % Based on Assets: | 0.75% |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| St. Louis, Missouri |
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