Richard Toth
VanderPol Investments · Caledonia, Michigan
Richard Toth is a fee-only financial advisor at VanderPol Investments in Caledonia, Michigan, who holds the CFA credential. Richard charges a percentage of assets and focuses on tax planning.
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Specialties
Facts
| Firm | VanderPol Investments |
|---|---|
| Based in | Caledonia, Michigan |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $118.1M across 131 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 7351130 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.vanderpolinvestments.com |
How Richard's firm compares
- VanderPol Investments's average account is about $902,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Richard
Is Richard Toth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and VanderPol Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard charges a percentage of assets.
Where is Richard Toth based?
Richard Toth is based in Caledonia, Michigan.
What does Richard specialize in?
Richard's specialties include tax planning.
What credentials does Richard Toth hold?
Richard Toth holds the CFA credential.
Is Richard Toth registered with the SEC?
Yes. Richard Toth is registered as an investment adviser representative in MI (CRD 7351130), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does VanderPol Investments manage?
VanderPol Investments reports $118.1M across 131 accounts in assets under management.
How do I contact Richard Toth?
Through Richard's website, www.vanderpolinvestments.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
- VanderPol Investments 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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