Dan Tobias
Passport Wealth Management · Cornelius, North Carolina
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.
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Facts
| Firm | Passport Wealth Management |
|---|---|
| Based in | Cornelius, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $115.3M across 409 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 6365351 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Dan's firm compares
- Passport Wealth Management's average account is about $282,000, from its Form ADV (assets managed divided by 409 accounts).
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Questions about Dan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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