Charles Nesmith
Tobias Financial Advisors · Plantation, Florida
Charles Nesmith is a fee-only financial advisor at Tobias Financial Advisors in Plantation, Florida, who holds the CFP and CFA credentials. 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 | Plantation, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.19B across 2,178 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 5954753 |
| Exams passed | Series 63 (2017) · Series 65 (2011) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.tobiasfinancial.com |
How Charles'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 Charles
Is Charles Nesmith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles 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 Charles charge for financial advice?
Charles's firm, Tobias Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Nesmith based?
Charles Nesmith is based in Plantation, Florida.
What credentials does Charles Nesmith hold?
Charles Nesmith holds the CFP and CFA credentials.
Is Charles Nesmith registered with the SEC?
Yes. Charles Nesmith is registered as an investment adviser representative in FL and TX (CRD 5954753), 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 Charles Nesmith?
Through Charles's website, www.tobiasfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plantation
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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