Toberman Becker Wealth, LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 102 individual clients, 65 of them high net worth.
- Its average account is about $361,000 (assets it manages divided by its 473 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | tobermanbecker.com/napfa-advisors |
| [email protected] | |
| Phone | (314) 783-9860 |
Questions about Toberman Becker Wealth, LLC
How much does Toberman Becker Wealth, LLC charge?
Toberman Becker Wealth, LLC publishes these prices: asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Toberman Becker Wealth, LLC paid?
Toberman Becker Wealth, LLC's Form ADV says it is paid by: percentage of assets.
How many advisors does Toberman Becker Wealth, LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Toberman Becker Wealth, LLC, and 3 hold the CFP.
What is the average account at Toberman Becker Wealth, LLC?
Toberman Becker Wealth, LLC's average account is about $361,000. That's the assets on its Form ADV divided by its 473 accounts.
What does Toberman Becker Wealth, LLC specialize in?
Toberman Becker Wealth, LLC's advisors and website list retirement planning, estate & legacy planning, tax planning and small business owners.
Is Toberman Becker Wealth, LLC accepting new clients?
Yes, according to Toberman Becker Wealth, LLC's website, checked October 28, 2026.
Toberman Becker Wealth, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.75% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our Advisory Fee is 0.75%." source
"Our annual advisory fee is assessed quarterly based on the market value of your assets under management." source
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 |
|---|---|
| Assets managed | $171 million |
| Individual clients | 37 |
| High-net-worth clients | 65 |
| Accounts managed | 473 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-131395) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 310346 |