Advisor at Arcadia Wealth Management, LLC
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.
Firm
Arcadia Wealth Management, LLC
Location
Manchester, NH 03101
Credentials
CFP®, Series 63, Series 66
Industry experience
10 years
Kevin Toohey Jr. is a CFP® professional with 10 years of industry experience, currently serving at Arcadia Wealth Management, LLC. He has worked extensively with Fidelity Investments and its affiliated entities from 2013 to the present. Outside of his advisory role, he is also engaged in financial planning as a life insurance producer. Arcadia Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing integrated financial planning, portfolio management, and third-party adviser selection. The firm employs a disciplined investment approach that includes strategic asset allocation, tax-aware investing, and ongoing client reviews.
Based on Arcadia Wealth Management, LLC
Based on Arcadia Wealth Management, LLC
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Advisory fees based on assets under management; commissions for sale of insurance products.
Account minimum: $500,000
155 Dow Street, Suite 301
Manchester, NH 03101
Massachusetts · New Hampshire
Arcadia Financial Group
2023 - Present (3 years)
Arcadia Wealth Management, LLC
2023 - Present (3 years)
Fidelity Investments
2022 - 2023 (1 year)
Fidelity Investments
2021 - 2022 (1 year)
Fidelity Personal and Workplace Advisors
2018 - Present (8 years)
Fidelity Investments
2017 - 2021 (4 years)
Fidelity Investments
2015 - 2017 (2 years)
fidelity Investments
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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