# Joseph Toepke

> Joseph Toepke is a fee-only financial advisor at Feeney Financial in St. Matthews, South Carolina. Joseph charges a one-time planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/joseph-toepke/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Feeney Financial
- **Based in:** St. Matthews, South Carolina
- **Fee model:** One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $123.7M across 329 accounts
- **Specialties:** Retirement planning
- **CRD:** 6501576 (https://adviserinfo.sec.gov/individual/summary/6501576)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 63 (2016), Series 65 (2016)
- **Firm size:** 11 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.feenfinancial.com

## Frequently asked questions

### Is Joseph Toepke a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Feeney Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph charges a one-time planning fee.

### Where is Joseph Toepke based?

Joseph Toepke is based in St. Matthews, South Carolina.

### What does Joseph specialize in?

Joseph's specialties include retirement planning.

### Is Joseph Toepke registered with the SEC?

Yes. Joseph Toepke is registered as an investment adviser representative in SC and TX (CRD 6501576), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Feeney Financial manage?

Feeney Financial reports $123.7M across 329 accounts in assets under management.

### How do I contact Joseph Toepke?

Through Joseph's website, www.feenfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6501576): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.feenfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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