Edward Toole
Advisor at Toole Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Edward Toole is a CFP® professional with one year of industry experience. He is the sole advisor at Toole Financial, an independent advisory firm based in Longmeadow, MA. Prior to founding Toole Financial, he spent ten years working with the YMCA Retirement Fund. Toole Financial provides fee-only, project-based and ongoing financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm emphasizes tailored planning and education, with a focus on Modern Portfolio Theory and passive, asset-allocation recommendations, serving clients without discretionary portfolio management or custody.
Expertise
Based on Toole Financial
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Ongoing Financial Planning: $150 per month fixed fee; Non-advisory educational services: fixed fees for seminars and webinar series ranging from $100 to $7,500 depending on scope
$250 per hour for Project-Based Financial Planning; $250 per hour for one-time virtual presentations preparation and delivery; $250 per hour preparation plus $750 per day for in-person seminars
Fee-only: Project-Based Financial Planning: $250 per hour (negotiable, max $500 billed more than 6 months in advance); Ongoing Financial Planning: $150 per month (negotiable)
Location
Longmeadow, MA
Most active in
Edward T has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Work history
Toole Financial, LLC
2024 - Present (2 years)
YMCA Retirement Fund
2015 - 2025 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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