Jeff Tolsma
Tolsma Investments, LLC · Bellevue, Washington
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.
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Specialties
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 | $552.7M across 1,186 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 5912252 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tolsmainvestments.com |
| Profile |
How Jeff's firm compares
- Ongoing planning starts at $4,000 a year, below the Washington median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.
- Tolsma Investments, LLC's average account is about $466,000, from its Form ADV (assets managed divided by 1,186 accounts).
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Questions about Jeff
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Tolsma Investments, 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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