Firm
Tobias Financial Advisors
Plantation, Florida
Fee-only
Tobias Financial Advisors at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 9 advisors are listed here; all hold the CFP.
- Its Form ADV reports 26 employees and 374 individual clients, 232 of them high net worth.
- Its average account is about $547,000 (assets it manages divided by its 2,178 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Plantation, Florida |
|---|---|
| Website | tobiasfinancial.com |
| [email protected] | |
| Phone | (954) 424-1660 |
Tobias Financial Advisors fees
Tobias Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.2 billion |
| Individual clients | 142 |
| High-net-worth clients | 232 |
| Accounts managed | 2,178 |
| Employees | 26 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-33972) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 104711 |