# Steven Toomey

> Steven Toomey is a fee-only financial advisor at Wholeness Financial in Richmond, California. Wholeness Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/steven-toomey/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wholeness Financial
- **Based in:** Richmond, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $541K across 8 accounts
- **CRD:** 4539545 (https://adviserinfo.sec.gov/individual/summary/4539545)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2011), Series 65 (2024), Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wholenessfinancial.com/

## Frequently asked questions

### Is Steven Toomey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Wholeness Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Steven charge for financial advice?

Steven's firm, Wholeness Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Steven Toomey based?

Steven Toomey is based in Richmond, California.

### Is Steven Toomey registered with the SEC?

Yes. Steven Toomey is registered as an investment adviser representative in CA (CRD 4539545), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wholeness Financial manage?

Wholeness Financial reports $541K across 8 accounts in assets under management.

### How do I contact Steven Toomey?

Through Steven's website, www.wholenessfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4539545): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.wholenessfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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