# Dan Tobias

> Dan Tobias is a fee-only financial advisor at Passport Wealth Management in Cornelius, North Carolina, who holds the CFP credential. Passport Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dan-tobias/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Passport Wealth Management
- **Based in:** Cornelius, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $115.3M across 409 accounts
- **Credentials:** CFP
- **CRD:** 6365351 (https://adviserinfo.sec.gov/individual/summary/6365351)
- **SEC registration:** Investment adviser representative in NC, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Dan Tobias a fee-only financial advisor?

Yes. Dan Tobias is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Dan's firm.

### How does Dan charge for financial advice?

Dan's firm, Passport Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Dan Tobias based?

Dan Tobias is based in Cornelius, North Carolina.

### What credentials does Dan Tobias hold?

Dan Tobias holds the CFP credential.

### Is Dan Tobias registered with the SEC?

Yes. Dan Tobias is registered as an investment adviser representative in NC and TX (CRD 6365351), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Passport Wealth Management manage?

Passport Wealth Management reports $115.3M across 409 accounts in assets under management.

### How do I contact Dan Tobias?

Contact details aren't on file yet. Search for Passport Wealth Management.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/dan-tobias-10862): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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