Craig Toberman
Toberman Becker Wealth, LLC · St. Louis, Missouri
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.
- $171M
- Firm assets managed
- $361,000
- Firm's average account
What Craig focuses on
Who Craig works with
- Founders
How does Craig's firm compare?
-
Toberman Becker Wealth, LLC's average account is about $361,000, from its Form ADV (assets managed divided by 473 accounts).
Questions about Craig
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $170.8M across 473 accounts |
| Credentials | CFA · CFP · CPA · MBA |
| SEC registration | Investment adviser representative in IL, MO, TX · CRD 6306558 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | tobermanbecker.com/napfa-advisors |
| Profile |
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Other fee-only advisors in St. Louis
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Toberman Becker Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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