Edward Toole
Toole Financial · Longmeadow, Massachusetts
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.
Request an introduction to Edward →
Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Toole Financial |
|---|---|
| Based in | Longmeadow, Massachusetts |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | $250 an hour |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MA · CRD 7988354 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | toolefinancial.com |
How Edward's firm compares
- The hourly rate is $250, below the Massachusetts median of $300 for fee-only firms that publish prices.
Request an introduction to Edward
Tell Edward a little about what you're looking for. Edward isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Edward
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.
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
- Toole 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.
See something wrong? Request a correction. Read our methodology.