AdvisorOS Directory
Claim Profile
BT

Benjamin Alan Tobias

TOBIAS FINANCIAL ADVISORS, INC.·PLANTATION, Florida
Unclaimed Profile
1000 S. PINE ISLAND ROAD, PLANTATION, FL 33324CRD# 1731394Firm CRD# 104711
01

About

Benjamin Alan Tobias is a registered financial advisor based in PLANTATION, Florida, affiliated with TOBIAS FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOBIAS FINANCIAL ADVISORS, INC.
TOBIAS FINANCIAL ADVISORS
AUM
$756M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at TOBIAS FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1731394
Firm CRD# 104711
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PLANTATION?

Browse all registered financial advisors in PLANTATION, Florida or claim this profile if it's yours.

Browse PLANTATION AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Benjamin Alan Tobias offer?
Benjamin Alan Tobias specializes in Financial Planning, Investment Management. Contact their office in PLANTATION, Florida for a consultation.
What are Benjamin Alan Tobias's credentials?
Benjamin Alan Tobias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Alan Tobias located?
Benjamin Alan Tobias is based in PLANTATION, Florida, working with TOBIAS FINANCIAL ADVISORS, INC.. Their office serves clients in the PLANTATION metropolitan area and surrounding communities.
How does Benjamin Alan Tobias charge for services?
Benjamin Alan Tobias's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOBIAS FINANCIAL ADVISORS, INC.?
TOBIAS FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $756M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PLANTATION
Allen Page Giese — NORTHSTAR FINANCIAL PLANNERS, INC.Steve Lee Tepper — NORTHSTAR FINANCIAL PLANNERS, INC.Todd Michael Battaglia — MEG GREEN & ASSOCIATES, INC.Mallory Curian Mangrum — MEG GREEN & ASSOCIATES, INC.James Sean O'halloran — MEG GREEN & ASSOCIATES, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile