Matthew Saneholtz
Tobias Financial Advisors · Plantation, Florida
Matthew Saneholtz is a fee-only financial advisor at Tobias Financial Advisors in Plantation, Florida, who holds the CFP and CFA credentials. 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 · CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 4567961 |
| 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 Saneholtz 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 Saneholtz based?
Matthew Saneholtz is based in Plantation, Florida.
What credentials does Matthew Saneholtz hold?
Matthew Saneholtz holds the CFP and CFA credentials.
Is Matthew Saneholtz registered with the SEC?
Yes. Matthew Saneholtz is registered as an investment adviser representative in FL and TX (CRD 4567961), 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 Saneholtz?
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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