Tolsma Investments, LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 215 individual clients, 120 of them high net worth.
- Its average account is about $466,000 (assets it manages divided by its 1,186 accounts).
- Its ongoing planning fee starts at $4,000 a year, below the Washington median of $4,500.
- Its hourly rate of $250 is below the Washington median of $300.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | tolsmainvestments.com |
Questions about Tolsma Investments, LLC
How much does Tolsma Investments, LLC charge?
Tolsma Investments, LLC publishes these prices: ongoing planning: from $4,000 a year; hourly: $250 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Tolsma Investments, LLC paid?
Tolsma Investments, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Tolsma Investments, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Tolsma Investments, LLC.
What is the average account at Tolsma Investments, LLC?
Tolsma Investments, LLC's average account is about $466,000. That's the assets on its Form ADV divided by its 1,186 accounts.
What does Tolsma Investments, LLC specialize in?
Tolsma Investments, LLC's advisors and website list retirement planning and estate & legacy planning.
Tolsma Investments, 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.
| Ongoing planning | From $4,000 a year |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · Hourly |
In the firm's words
"1% AUM" source
"That's a flat rate of $4000/year" source
"$250 / hour project or "as needed" for only specific topics." source
"Professional investment management using our proprietary option trading overlay strategy." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $553 million |
| Individual clients | 95 |
| High-net-worth clients | 120 |
| Accounts managed | 1,186 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-119037) |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 287941 |