# Jeff Tolsma

> Jeff Tolsma is a fee-only financial advisor at Tolsma Investments, LLC in Bellevue, Washington, who holds the CFP credential. Jeff charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and hourly fees (ongoing planning from $4,000 a year and $250 an hour) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** Tolsma Investments, LLC
- **Based in:** Bellevue, Washington
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $4,000 a year; $250 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $552.7M across 1,186 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5912252 (https://adviserinfo.sec.gov/individual/summary/5912252)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2011), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://tolsmainvestments.com

## Frequently asked questions

### Is Jeff Tolsma a fee-only financial advisor?

Yes. Jeff Tolsma is listed in 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 Jeff's firm.

### How does Jeff charge for financial advice?

Jeff charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and hourly fees.

### How much does Jeff charge?

According to Tolsma Investments, LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; $250 an hour; 1% a year on the first tier of assets managed.

### Where is Jeff Tolsma based?

Jeff Tolsma is based in Bellevue, Washington.

### What does Jeff specialize in?

Jeff's specialties include retirement planning and estate & legacy planning.

### What credentials does Jeff Tolsma hold?

Jeff Tolsma holds the CFP credential.

### Is Jeff Tolsma registered with the SEC?

Yes. Jeff Tolsma is registered as an investment adviser representative in WA (CRD 5912252), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Tolsma Investments, LLC manage?

Tolsma Investments, LLC reports $552.7M across 1,186 accounts in assets under management.

### How do I contact Jeff Tolsma?

Through Jeff's website, tolsmainvestments.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jeff-tolsma-10804): XYPN members are fee-only
- 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.tolsmainvestments.com/): specialties, clients served, and fees, checked October 28, 2026

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