David Tobin
Tobin Investment Planning · Yardley, Pennsylvania
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.
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Facts
| Firm | Tobin Investment Planning |
|---|---|
| Based in | Yardley, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $35.0M across 58 accounts |
| SEC registration | Investment adviser representative in DE, NJ, PA · CRD 2379401 |
| Exams passed | Series 63 (1995) · Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.alignable.com/yardley-pa/tobin-investment-planning-llc |
| Profile |
How David's firm compares
- Tobin Investment Planning's average account is about $603,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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