Steven Toomey
Wholeness Financial · Richmond, California
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.
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Facts
| Firm | Wholeness Financial |
|---|---|
| Based in | Richmond, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $541K across 8 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4539545 |
| Exams passed | Series 63 (2011) · Series 65 (2024) · Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wholenessfinancial.com |
How Steven's firm compares
- Wholeness Financial's average account is about $68,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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
- Wholeness Financial 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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