# Troy Toner

> Troy Toner is a fee-only financial advisor at Toner Asset Management Group in Virginia Beach, Virginia. Toner Asset Management Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/troy-toner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Toner Asset Management Group
- **Based in:** Virginia Beach, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $66.3M across 92 accounts
- **CRD:** 4357415 (https://adviserinfo.sec.gov/individual/summary/4357415)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 63 (2001), Series 65 (2001)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Troy Toner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Troy holds no broker registration, and Toner Asset Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Troy charge for financial advice?

Troy's firm, Toner Asset Management Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Troy Toner based?

Troy Toner is based in Virginia Beach, Virginia.

### Is Troy Toner registered with the SEC?

Yes. Troy Toner is registered as an investment adviser representative in VA (CRD 4357415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Toner Asset Management Group manage?

Toner Asset Management Group reports $66.3M across 92 accounts in assets under management.

### How do I contact Troy Toner?

Contact details aren't on file yet. Search for Toner Asset Management Group.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4357415): 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

---

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