Nicholas Toman
John F. Suby Wealth Management · Madison, Wisconsin
Nicholas Toman is a fee-only financial advisor at John F. Suby Wealth Management in Madison, Wisconsin, who holds the CFP credential. Nicholas focuses on retirement planning. John F. Suby Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | John F. Suby Wealth Management |
|---|---|
| Based in | Madison, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $464.9M across 287 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2218676 |
| Exams passed | Series 63 (2016) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | jfswealthmanagement.com |
| Profile |
How Nicholas's firm compares
- John F. Suby Wealth Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 287 accounts).
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Questions about Nicholas
Is Nicholas Toman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and John F. Suby Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas's firm, John F. Suby Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicholas Toman based?
Nicholas Toman is based in Madison, Wisconsin.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning.
What credentials does Nicholas Toman hold?
Nicholas Toman holds the CFP credential.
Is Nicholas Toman registered with the SEC?
Yes. Nicholas Toman is registered as an investment adviser representative in WI (CRD 2218676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does John F. Suby Wealth Management manage?
John F. Suby Wealth Management reports $464.9M across 287 accounts in assets under management.
How do I contact Nicholas Toman?
Through Nicholas's website, jfswealthmanagement.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
- John F. Suby Wealth Management 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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