# Chad Williamson

> Chad Williamson is a fee-only financial advisor at Tobias Financial Advisors in Delray Beach, Florida, who holds the CFP credential. Tobias Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-williamson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tobias Financial Advisors
- **Based in:** Delray Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.19B across 2,178 accounts
- **Credentials:** CFP
- **CRD:** 6524308 (https://adviserinfo.sec.gov/individual/summary/6524308)
- **SEC registration:** Investment adviser representative in FL, TX
- **Firm size:** 26 employees
- **Disclosures:** None reported
- **Website:** http://www.tobiasfinancial.com

## Frequently asked questions

### Is Chad Williamson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Tobias Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad's firm, Tobias Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Chad Williamson based?

Chad Williamson is based in Delray Beach, Florida.

### What credentials does Chad Williamson hold?

Chad Williamson holds the CFP credential.

### Is Chad Williamson registered with the SEC?

Yes. Chad Williamson is registered as an investment adviser representative in FL and TX (CRD 6524308), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tobias Financial Advisors manage?

Tobias Financial Advisors reports $1.19B across 2,178 accounts in assets under management.

### How do I contact Chad Williamson?

Through Chad's website, www.tobiasfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6524308): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.