Eric Toya
Navigoe, LLC · Redondo Beach, California
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.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Navigoe, LLC |
|---|---|
| Based in | Redondo Beach, California |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $407.8M across 587 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA · CRD 2827008 |
| Exams passed | Series 63 (1996) · Series 66 (2001) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | navigoe.com/info/napfa |
| Profile |
How Eric's firm compares
- Navigoe, LLC's average account is about $695,000, from its Form ADV (assets managed divided by 587 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Navigoe, 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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