# Edward Toole

> Edward Toole is a fee-only financial advisor at Toole Financial in Longmeadow, Massachusetts, who holds the CFP credential. Edward charges hourly fees and a one-time planning fee ($250 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/edward-toole/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Toole Financial
- **Based in:** Longmeadow, Massachusetts
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** $250 an hour
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7988354 (https://adviserinfo.sec.gov/individual/summary/7988354)
- **SEC registration:** Investment adviser representative in CA, MA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://toolefinancial.com/

## Frequently asked questions

### Is Edward Toole a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Toole Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward charges hourly fees and a one-time planning fee.

### How much does Edward charge?

According to Toole Financial's website, checked October 30, 2026: $250 an hour.

### Where is Edward Toole based?

Edward Toole is based in Longmeadow, Massachusetts.

### What does Edward specialize in?

Edward's specialties include retirement planning. Edward works with pre-retirees and retirees.

### What credentials does Edward Toole hold?

Edward Toole holds the CFP credential.

### Is Edward Toole registered with the SEC?

Yes. Edward Toole is registered as an investment adviser representative in CA and MA (CRD 7988354), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Edward Toole?

Through Edward's website, toolefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7988354): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.toolefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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