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Robert James Toyer

Advisor at Toyer Investment Advisors LLC — Arlington, WA

Updated today

Credentials

Series 66

Experience

19 years

Location

Arlington, WA

Toyer Investment Advisors LLC logo

Toyer Investment Advisors LLC

Independent

Total advisors

1

Clients per advisor

95 Very High

Avg AUM per client

$68,421 Very Low

HNW client ratio

0% Low

About

Robert Toyer is the principal of Toyer Investment Advisors LLC in Arlington, WA, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Waddell & Reed. Outside his advisory role, he serves on the Arlington City Council 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 and portfolio management without minimum asset requirements. The firm employs a blend of fundamental and technical analysis, using both passive and active investment strategies across ETFs, equities, and fixed-income securities.

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

Arlington WA

Advisors at this office

1

Most active in

Washington

Work history

19 years of industry experience

Toyer Investment Advisors LLC

2020 - Present • 6 years

Arlington, WA

All Square Mortgage

2018 - 2021 • 3 years

Lake Stevens, WA

Toyer Insurance Group LLC

2012 - Present • 14 years

Marysville, WA

Toyer Tax LLC

2010 - Present • 16 years

Arlington, WA

Cetera

2008 - 2020 • 12 years

Schaumburg, IL

CETERA Financial Specialists LLC

2008 - 2020 • 12 years

Schaumburg, IL

Waddell & Reed

2007 - 2008 • 1 year

Seattle, WA

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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Timothy W

Series 63, Series 65

Marysville, WA

Anchor Capital Management LLC

Timothy Walker is a financial advisor with Anchor Capital Management LLC in Marysville, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously served in the U.S. Navy for 23 years before transitioning to financial services, including a role at Axa Advisors, LLC. Outside of his advisory work, he is associated with an insurance business through his principal role. Anchor Capital Management serves individuals, trusts, closely held businesses, and pension plans by providing financial planning and facilitating access to pre-screened third-party investment advisers. The firm focuses on diversified manager allocation plans without taking custody or exercising investment discretion, emphasizing retirement feasibility, cash flow analysis, and risk management.

Long-term care insurance
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Brian W

CFP®, Series 65

Arlington, WA

Wyatt Wealth Management

Brian Wyatt is a CFP® professional with 18 years of experience in financial advising. He is the principal advisor at Wyatt Wealth Management, an independent firm he has led since 2020. His prior experience includes roles at Pacific Wealth Management LLC, Financial Management, Inc., and Mcilrath & Eck. Outside of advising, he manages several rental properties through a third-party management company. Wyatt Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates fundamental analysis, Modern Portfolio Theory, technical methods, and quantitative analysis to create tailored investment strategies, managing approximately $69 million in assets for about 118 clients.

General retirement planning Tax-loss harvesting General tax planning Wealth management
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Wendiguiata O

ChFC®

Arlington, WA

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Wendiguiata Ouedraogo is a ChFC® with eight years at McIlrath & Eck, LLC and a total of five years in the financial industry. Prior to joining McIlrath & Eck, they worked at Speedi Shuttle and Albert Lee. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services primarily to individuals, trusts, and pension plans. The firm manages portfolios using a combination of active and passive strategies guided by Modern Portfolio Theory and emphasizes client education through regular reviews and workshops.

Active portfolio management Passive / index investing Wealth management
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Leigh W

Series 65

Marysville, WA

Capital Planning, LLC

Leigh Washington is a financial advisor at Capital Planning, LLC with a Series 65 credential and nine years of experience in the industry. Prior to joining Capital Planning, Washington worked for American Funds for three years. Capital Planning, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a structured planning process and utilizes multiple portfolio implementation strategies, including custom models and third-party managers, and offers educational seminars and a centralized asset monitoring service.

General retirement planning Income planning Charitable giving & philanthropy Private / alternative investments Founder/Business Owner Executive
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Troy C

CFP®, Series 66

Arlington, WA

McIlrath & Eck, LLC

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Active portfolio management Passive / index investing Wealth management
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Jacob B

CFP®, Series 63, Series 66

Arlington, WA

McIlrath & Eck, LLC

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Active portfolio management Passive / index investing Wealth management
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