Tobias Financial Advisors has been in business since 1980, starting as a public accounting firm, and has been a registered investment adviser since 1989. It is majority-owned by Marianela Collado and Matthew Saneholtz, with several employees holding minority stakes. Portfolios use mutual funds, ETFs and individual stocks and bonds, and may include sub-advisers or outside managers whose fees are added to Tobias's fee. The schedule shown is for its wealth management service, which includes financial planning; investment management alone costs 1.25% on the first $500,000 and 1.00% above.
Overview
- Headquarters
- Plantation, FL
- Total Firm Assets
- $1.2 billion
- Average High-Net-Worth Client Portfolio Size
- $4.4 million
Recent Rankings
Fee Disclosure
Source: TOBIAS FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-04-07) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $4,000,000 | 0.85% |
| $4,000,001 | $6,000,000 | 0.65% |
| $6,000,001 | $8,000,000 | 0.50% |
| $8,000,001 | and above | 0.35% |
Stated Minimum Annual Fee: $12,500
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $43,500 | 0.87% |
| $10 million | $67,000 | 0.67% |
| $50 million | $207,000 | 0.41% |
| $100 million | $382,000 | 0.38% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 85.00%
- Number of High-Net-Worth Clients
- 232
- Total Client Accounts
- 2,178
- Discretionary Accounts
- 2,176
- Non-Discretionary Accounts
- 2
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 104711
- TOBIAS FINANCIAL ADVISORS, INC. ADV BROCHURE (2026-04-07) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗