Camy Toth
Springbrook Financial · Bozeman, Montana
Camy Toth is a fee-only financial advisor at Springbrook Financial in Bozeman, Montana, who holds the CFP credential. Camy focuses on retirement planning, estate & legacy planning and divorce financial planning. Springbrook Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Springbrook Financial |
|---|---|
| Based in | Bozeman, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $27.0M across 185 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MT · CRD 4189792 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.springbrookfinancial.com |
How Camy's firm compares
- Springbrook Financial's average account is about $146,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Camy
Is Camy Toth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Camy holds no broker registration, and Springbrook Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Camy charge for financial advice?
Camy's firm, Springbrook Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Camy Toth based?
Camy Toth is based in Bozeman, Montana.
What does Camy specialize in?
Camy's specialties include retirement planning, estate & legacy planning and divorce financial planning.
What credentials does Camy Toth hold?
Camy Toth holds the CFP credential.
Is Camy Toth registered with the SEC?
Yes. Camy Toth is registered as an investment adviser representative in MT (CRD 4189792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Springbrook Financial manage?
Springbrook Financial reports $27.0M across 185 accounts in assets under management.
How do I contact Camy Toth?
Through Camy's website, www.springbrookfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Springbrook Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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