Todd Levine
Tomoro · Colts Neck, New Jersey
Todd Levine is a fee-only financial advisor at Tomoro in Colts Neck, New Jersey. Todd focuses on founders (pre-exit). Tomoro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Founders
- Multi-generational families
Facts
| Firm | Tomoro |
|---|---|
| Based in | Colts Neck, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $335.6M across 1,683 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 4308956 |
| Exams passed | Series 63 (2006) · Series 66 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.tomoronow.com |
| Profile |
How Todd's firm compares
- Tomoro's average account is about $199,000, from its Form ADV (assets managed divided by 1,683 accounts).
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Questions about Todd
Is Todd Levine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Todd holds no broker registration, and Tomoro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Todd charge for financial advice?
Todd's firm, Tomoro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Todd Levine based?
Todd Levine is based in Colts Neck, New Jersey.
What does Todd specialize in?
Todd's specialties include founders (pre-exit). Todd works with pre-retirees, founders and multi-generational families.
Is Todd Levine registered with the SEC?
Yes. Todd Levine is registered as an investment adviser representative in NJ (CRD 4308956), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tomoro manage?
Tomoro reports $335.6M across 1,683 accounts in assets under management.
How do I contact Todd Levine?
Through Todd's website, www.tomoronow.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
- Tomoro 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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