Jeffrey Tolzin
Fiduciary Counselling · St Paul, Minnesota
Jeffrey Tolzin is a fee-only financial advisor at Fiduciary Counselling in St Paul, Minnesota, who holds the CFP credential. Fiduciary Counselling reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Counselling |
|---|---|
| Based in | St Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.06B across 1,761 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 6288125 |
| Firm size | 87 employees |
| Disclosures | None reported |
How Jeffrey's firm compares
- Fiduciary Counselling's average account is about $5.7 million, from its Form ADV (assets managed divided by 1,761 accounts).
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Questions about Jeffrey
Is Jeffrey Tolzin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Fiduciary Counselling reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Fiduciary Counselling, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Tolzin based?
Jeffrey Tolzin is based in St Paul, Minnesota.
What credentials does Jeffrey Tolzin hold?
Jeffrey Tolzin holds the CFP credential.
Is Jeffrey Tolzin registered with the SEC?
Yes. Jeffrey Tolzin is registered as an investment adviser representative in MN (CRD 6288125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Counselling manage?
Fiduciary Counselling reports $10.06B across 1,761 accounts in assets under management.
How do I contact Jeffrey Tolzin?
Contact details aren't on file yet. Search for Fiduciary Counselling.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St Paul
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
- 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.
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