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Robert Toyer

Advisor at Toyer Investment Advisors LLC

Updated today

Location

Arlington, WA

Credentials

Series 66

Industry experience

18 years

About

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC. Outside of financial advising, he serves as a city councilman for Arlington and operates affiliated businesses providing tax preparation and insurance services. Toyer Investment Advisors LLC serves individual clients, including high-net-worth individuals, offering financial planning, portfolio management, and investment consultation without minimum asset requirements. The firm employs a blend of fundamental and technical analysis to construct portfolios using ETFs, equities, and fixed-income securities, utilizing both passive and active strategies aligned with clients' objectives and risk tolerances.

Client services

Based on Toyer Investment Advisors LLC

Financial planning Portfolio management

Expertise

Based on Toyer Investment Advisors LLC

Cash flow / budgeting Debt management Retirement income strategy Divorce financial planning

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Fee options

Percentage

$0 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.75% $3,000,000+: 0.60%

Project-based

$150 per hour, billed in 15-minute increments for financial planning services.

Location

Arlington, WA

Most active in

Washington

Work history

Toyer Investment Advisors LLC

2020 - Present (6 years)

All Square Mortgage

2018 - 2021 (3 years)

Toyer Insurance Group LLC

2012 - Present (14 years)

Toyer Tax LLC

2010 - Present (16 years)

Cetera

2008 - 2020 (12 years)

Cetera Financial Specialists LLC

2008 - 2020 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Arlington, WA

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