Firm
Toole Financial
Longmeadow, Massachusetts
Fee-only
Toole Financial at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 15 individual clients.
- Its hourly rate of $250 is below the Massachusetts median of $300.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Longmeadow, Massachusetts |
|---|---|
| Website | toolefinancial.com |
| Phone | (347) 880-0468 |
Toole Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| How it charges | Hourly · One-time plans or projects |
In the firm's words
"we charge a flat hourly fee of $250 to analyze your situation and opportunities" source
"we charge a flat hourly fee of $250 to analyze your situation and opportunities" source
"Toole Financial provides both comprehensive project-based financial planning and limited-scope financial review." 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 15 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 3, 2026 |
| SEC record | CRD 333200 |