Chad Williamson
Tobias Financial Advisors · Delray Beach, Florida
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.
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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 | $1.19B across 2,178 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6524308 |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.tobiasfinancial.com |
How Chad's firm compares
- Tobias Financial Advisors's average account is about $547,000, from its Form ADV (assets managed divided by 2,178 accounts).
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Questions about Chad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Delray Beach
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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