Tobias Financial Advisors fees and pricing
Financial planner in Plantation, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 7, 2026, Tobias Financial Advisors charges an hourly rate of $100–$500/hr, a flat or project fee of $6,000, and an annual fee of $6,000/yr for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100–$500/hr
“Modular ongoing financial planning will be charged based on either an hourly rate of $100 to $500/hour or a fixed rate starting at $6,000 per year.”
- Flat or project fee
- $6,000
“The standard fee for a one-time financial plan starts at $6,000.”
- Annual fee
- $6,000/yr
“Modular ongoing financial planning will be charged based on either an hourly rate of $100 to $500/hour or a fixed rate starting at $6,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tobias Financial Advisors's fees compare
- Its hourly rate of $100–$500 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- None of the 3 other planners in Plantation that publish an hourly rate charge less.
- Its flat or project fee of $6,000 is above the Florida median of $4,900. 66% of the 320 other Florida planners that publish a flat or project fee charge less.
- None of the 2 other planners in Plantation that publish a flat or project fee charge less.
- Its annual fee of $6,000 is above the Florida median of $4,800. 57% of the 97 other Florida planners that publish an annual fee charge less.
From the firm's Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Highest asset-based fee in brochure
- 1.25% a year
- Charges a % of assets
- Yes
- Individual clients
- 374
- Employees
- 26
- Assets managed
- $1,191,064,980
- Disciplinary disclosures
- None reported
- SEC CRD number
- 104711
- Phone
- 954-424-1660
Other planners in Plantation that publish fees
- Insight Wealth Management LLCPlantation$300–$500/hr, $2,000–$5,000/yr
- Olea Advisory ServicesPlantation$500/hr, $15,000
- Sterling Wealth Advisors, Inc.Plantation$350/hr, $8,000
- 22 Seven Wealth Management IncPanama City$150/hr, $500–$2,500
- 365Sundays Wealth LLCLake Mary$5,000–$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.