Matthew Hauptman
Tobias Financial Advisors · Plantation, Florida
Matthew Hauptman is a fee-only financial advisor at Tobias Financial Advisors in Plantation, Florida, who holds the CFP credential. 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 |
| SEC registration | Investment adviser representative in TX · CRD 7679222 |
| Exams passed | Series 66 (2023) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.tobiasfinancial.com |
How Matthew'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 Matthew
Is Matthew Hauptman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Tobias Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Hauptman based?
Matthew Hauptman is based in Plantation, Florida.
What credentials does Matthew Hauptman hold?
Matthew Hauptman holds the CFP credential.
Is Matthew Hauptman registered with the SEC?
Yes. Matthew Hauptman is registered as an investment adviser representative in TX (CRD 7679222), 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 Matthew Hauptman?
Through Matthew'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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