# Rick Tomalty [full service with a fee-for-service option]

> Rick Tomalty [full service with a fee-for-service option] is a fee-only financial advisor at Caldwell Wealth & Estate Advisory Ltd. in Kingston, Ontario, Canada, who holds the CFP, CLU and ChFC credentials.

Page: https://find.wellspent.co/advisors/rick-tomalty-full-service-with-a-fee-for-service-option/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Caldwell Wealth & Estate Advisory Ltd.
- **Based in:** Kingston, Ontario, Canada
- **Credentials:** CFP, CLU, ChFC, CHS, MFA, CEA, CKA
- **Website:** www.caldwelladvisory.ca

## Frequently asked questions

### Is Rick Tomalty [full service with a fee-for-service option] a fee-only financial advisor?

Yes. Rick Tomalty [full service with a fee-for-service option] is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

### Where is Rick Tomalty [full service with a fee-for-service option] based?

Rick Tomalty [full service with a fee-for-service option] is based in Kingston, Ontario, Canada.

### What credentials does Rick Tomalty [full service with a fee-for-service option] hold?

Rick Tomalty [full service with a fee-for-service option] holds the CFP, CLU, ChFC, CHS, MFA, CEA and CKA credentials.

### How do I contact Rick Tomalty [full service with a fee-for-service option]?

Through Rick Tomalty [full service with a fee-for-service option]'s website, www.caldwelladvisory.ca.

## Sources

- Canadian fee-only planners directory: a directory limited to fee-only planners

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.