# Eric Toya

> Eric Toya is a fee-only financial advisor at Navigoe, LLC in Redondo Beach, California, who holds the CFP and EA credentials. Eric charges an ongoing planning fee and focuses on estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/eric-toya/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Navigoe, LLC
- **Based in:** Redondo Beach, California
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $407.8M across 587 accounts
- **Credentials:** CFP, EA
- **Specialties:** Estate & legacy planning, Tax planning
- **Works with:** Retirees, Founders
- **CRD:** 2827008 (https://adviserinfo.sec.gov/individual/summary/2827008)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1996), Series 66 (2001), Series 65 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://navigoe.com/info/napfa

## Frequently asked questions

### Is Eric Toya a fee-only financial advisor?

Yes. Eric Toya is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.

### How does Eric charge for financial advice?

Eric charges an ongoing planning fee.

### Where is Eric Toya based?

Eric Toya is based in Redondo Beach, California.

### What does Eric specialize in?

Eric's specialties include estate & legacy planning and tax planning. Eric works with retirees and founders.

### What credentials does Eric Toya hold?

Eric Toya holds the CFP and EA credentials.

### Is Eric Toya registered with the SEC?

Yes. Eric Toya is registered as an investment adviser representative in CA (CRD 2827008), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Navigoe, LLC manage?

Navigoe, LLC reports $407.8M across 587 accounts in assets under management.

### How do I contact Eric Toya?

Through Eric's website, navigoe.com/info/napfa.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4425): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.navigoe.com/napfa): specialties, clients served, and fees, checked October 28, 2026

---

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