Julie Toelle
Somerset Group · Boca Grande, Florida
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.
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Facts
| Firm | Somerset Group |
|---|---|
| Based in | Boca Grande, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $145.6M across 161 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6012096 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.somerset-group.com |
How Julie's firm compares
- Somerset Group's average account is about $905,000, from its Form ADV (assets managed divided by 161 accounts).
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Questions about Julie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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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