About Toberman Becker Wealth
Toberman Becker Wealth serves families as a fee-only, independent, and fiduciary financial advisor. Michael never receives commissions or sells any investment products or insurance. The client's fee is the firms only source of revenue. Because Michael and Craig have designed the firm from the ground up, their clients enjoy a transparent and sales-free financial planning experience.
See Disclosures
General Information
Firm Start Year
2020
CRD#
6761484
Firm CRD#
310346
Work Experience
Michael received a Bachelor of Science (B.S.) degree in Finance and Banking from the University of Missouri - Columbia. He is a Chartered Financial Analyst (CFA®) charter holder, and a Certified Financial Planner (CFP®).
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CFA®
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
0.75%