# David Tobin

> David Tobin is a fee-only financial advisor at Tobin Investment Planning in Yardley, Pennsylvania. Tobin Investment Planning reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tobin Investment Planning
- **Based in:** Yardley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $35.0M across 58 accounts
- **CRD:** 2379401 (https://adviserinfo.sec.gov/individual/summary/2379401)
- **SEC registration:** Investment adviser representative in DE, NJ, PA
- **Exams passed:** Series 63 (1995), Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.alignable.com/yardley-pa/tobin-investment-planning-llc

## Frequently asked questions

### Is David Tobin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Tobin Investment Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Tobin Investment Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Tobin based?

David Tobin is based in Yardley, Pennsylvania.

### Is David Tobin registered with the SEC?

Yes. David Tobin is registered as an investment adviser representative in DE, NJ and PA (CRD 2379401), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tobin Investment Planning manage?

Tobin Investment Planning reports $35.0M across 58 accounts in assets under management.

### How do I contact David Tobin?

Through David's website, www.alignable.com/yardley-pa/tobin-investment-planning-llc.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2379401): 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.