Michael Holtz
Toberman Becker Wealth · St. Louis, Missouri
Michael Holtz is a fee-only financial advisor at Toberman Becker Wealth in St. Louis, Missouri, who holds the CFP credential. Toberman Becker Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Toberman Becker Wealth |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $170.8M across 473 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 7151173 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | craigtoberman.com |
How Michael's firm compares
- Toberman Becker Wealth's average account is about $361,000, from its Form ADV (assets managed divided by 473 accounts).
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Questions about Michael
Is Michael Holtz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Toberman Becker Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Toberman Becker Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Holtz based?
Michael Holtz is based in St. Louis, Missouri.
What credentials does Michael Holtz hold?
Michael Holtz holds the CFP credential.
Is Michael Holtz registered with the SEC?
Yes. Michael Holtz is registered as an investment adviser representative in MO and TX (CRD 7151173), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Toberman Becker Wealth manage?
Toberman Becker Wealth reports $170.8M across 473 accounts in assets under management.
How do I contact Michael Holtz?
Through Michael's website, craigtoberman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Louis
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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