Joseph Toepke
Feeney Financial · St. Matthews, South Carolina
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.
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Specialties
Facts
| Firm | Feeney Financial |
|---|---|
| Based in | St. Matthews, South Carolina |
| Fee model | One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $123.7M across 329 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 6501576 |
| Exams passed | Series 63 (2016) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.feenfinancial.com |
How Joseph's firm compares
- Feeney Financial's average account is about $376,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Feeney Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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