ToBA Financial
Kaneohe, Hawaii
Fee-only
ToBA Financial at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $96,000 (assets it manages divided by its 10 accounts).
Facts
| Based in | Kaneohe, Hawaii |
|---|---|
| Website | tobawealth.com |
| [email protected] | |
| Phone | (731) 199-8730 |
Questions about ToBA Financial
How is ToBA Financial paid?
ToBA Financial's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does ToBA Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at ToBA Financial.
What is the average account at ToBA Financial?
ToBA Financial's average account is about $96,000. That's the assets on its Form ADV divided by its 10 accounts.
What does ToBA Financial specialize in?
ToBA Financial's advisors and website list retirement planning.
ToBA Financial fees
ToBA Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 5 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 323181 |
Advisors at this firm (1)
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