Kevin Toler
Hill Island Financial · Grand Rapids, Michigan
Kevin Toler is a fee-only financial advisor at Hill Island Financial in Grand Rapids, Michigan. Kevin focuses on estate & legacy planning and tax planning. Hill Island Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
Facts
| Firm | Hill Island Financial |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $2,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $623.8M across 821 accounts |
| SEC registration | Investment adviser representative in MI, TX · CRD 4481134 |
| Exams passed | Series 63 (2002) · Series 66 (2010) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | hillislandfinancial.com |
| Profile |
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Questions about Kevin
Is Kevin Toler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Hill Island Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Hill Island Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Kevin charge?
According to Hill Island Financial's website, checked October 30, 2026: typically works with clients with $2,000,000 or more.
Where is Kevin Toler based?
Kevin Toler is based in Grand Rapids, Michigan.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning and tax planning. Kevin works with high earners and executives.
Is Kevin Toler registered with the SEC?
Yes. Kevin Toler is registered as an investment adviser representative in MI and TX (CRD 4481134), 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 Hill Island Financial manage?
Hill Island Financial reports $623.8M across 821 accounts in assets under management.
How do I contact Kevin Toler?
Through Kevin's website, hillislandfinancial.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
- Hill Island 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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