# Julie Toelle

> Julie Toelle is a fee-only financial advisor at Somerset Group in Boca Grande, Florida. Somerset Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-toelle/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Somerset Group
- **Based in:** Boca Grande, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $145.6M across 161 accounts
- **CRD:** 6012096 (https://adviserinfo.sec.gov/individual/summary/6012096)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.somerset-group.com

## Frequently asked questions

### Is Julie Toelle a fee-only financial advisor?

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

### How does Julie charge for financial advice?

Julie's firm, Somerset Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Julie Toelle based?

Julie Toelle is based in Boca Grande, Florida.

### Is Julie Toelle registered with the SEC?

Yes. Julie Toelle is registered as an investment adviser representative in MN (CRD 6012096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Somerset Group manage?

Somerset Group reports $145.6M across 161 accounts in assets under management.

### How do I contact Julie Toelle?

Through Julie's website, www.somerset-group.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6012096): 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

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