Tobin Investment Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Your initial consultation for financial planning service will be complimentary; thereafter, we charge a fixed fee for financial planning services, which generally ranges between $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tobin Investment Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Portfolio Management Services Our fee for portfolio management services is negotiable and based on a percentage of your assets we manage.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Tobin Investment Planning LLC’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Pennsylvania median of $3,650. 69% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Yardley that publish a flat or project fee charge less.

About Tobin Investment Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$34,986,169

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172432

Website

alignable.com/yardley-pa/tobin-investment-planning-llc (opens in new tab)

Phone

(856) 767-4831

Can advise clients in 3 states: Delaware, New Jersey, Pennsylvania

Other planners in Yardley that publish fees

• Attleboro Wealth Management LLCYardley$50,000
• Cordatus Wealth Management LLCYardley$500⁠-⁠$1,000
• Prometheus Capital Management Corp.Yardley$350/hr, $500⁠-⁠$10,000
• Ventura Wealth ManagementYardley$250⁠-⁠$500/hr, $2,500⁠-⁠$12,500

Compare all 9 planners in Yardley