Tobias Financial Advisors is an independent, fee-only registered investment advisory firm located in Plantation, Florida, serving retirees, business owners, and multigenerational families across Broward County. Founded in 1980, the firm provides fiduciary wealth management, tax-integrated retirement income planning, estate and trust coordination, and risk management without product commissions.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Tobias Financial Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-33972; fee-only fiduciary Registered Investment Adviser with zero disciplinary disclosures on IAPD.
Issuer: Certified Financial Planner Board of Standards
Notes: Advisory team led by CEO Marianela Collado, CPA/PFS, CFP®, combining certified financial planning and tax expertise.
Factual details and direct answers about Tobias Financial Advisors's services, licensing, and credentials.
Does Tobias Financial Advisors operate as a fee-only fiduciary?
Yes, Tobias Financial Advisors (SEC CRD #104711, File #801-33972) is a strictly fee-only Registered Investment Adviser that acts as a fiduciary and does not accept commissions from financial or insurance products.
How does the firm coordinate tax planning for retirees in Florida?
With team members holding both CFP (Certified Financial Planner) and CPA/PFS (Personal Financial Specialist) credentials, the firm integrates tax projection, Roth conversions, and required minimum distribution (RMD) strategies directly into retirement portfolios.
Where is Tobias Financial Advisors located in Broward County?
The firm is headquartered at 1000 South Pine Island Road, Suite 450, in Plantation, Florida, serving clients across Fort Lauderdale, Weston, Davie, and South Florida.
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