# Craig Toberman

> Craig Toberman is a fee-only financial advisor at Toberman Becker Wealth, LLC in St. Louis, Missouri, who holds the CFA, CFP and CPA credentials. Craig charges a percentage of assets (0.75% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/craig-toberman/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Toberman Becker Wealth, LLC
- **Based in:** St. Louis, Missouri
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.75% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $170.8M across 473 accounts
- **Credentials:** CFA, CFP, CPA, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Founders
- **CRD:** 6306558 (https://adviserinfo.sec.gov/individual/summary/6306558)
- **SEC registration:** Investment adviser representative in IL, MO, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://tobermanbecker.com/napfa-advisors

## Frequently asked questions

### Is Craig Toberman a fee-only financial advisor?

Yes. Craig Toberman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Craig's firm.

### How does Craig Toberman charge for financial advice?

Craig Toberman charges a percentage of assets.

### How much does Craig Toberman charge?

According to Toberman Becker Wealth, LLC's website, checked October 28, 2026: 0.75% a year on the first tier of assets managed.

### Where is Craig Toberman based?

Craig Toberman is based in St. Louis, Missouri.

### What does Craig Toberman specialize in?

Craig Toberman's specialties include retirement planning, estate & legacy planning, tax planning, small business owners, founders (pre-exit) and family wealth transfer. Craig works with founders.

### What credentials does Craig Toberman hold?

Craig Toberman holds the CFA, CFP, CPA and MBA credentials.

### Is Craig Toberman registered with the SEC?

Yes. Craig Toberman is registered as an investment adviser representative in IL, MO and TX (CRD 6306558), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Toberman Becker Wealth, LLC manage?

Toberman Becker Wealth, LLC reports $170.8M across 473 accounts in assets under management.

### How do I contact Craig Toberman?

Through Craig Toberman's website, tobermanbecker.com/napfa-advisors.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46363): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://tobermanbecker.com/napfa-advisors/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.