Tobias Financial Advisors

Tobias Financial Advisors (CRD# 104711) is a financial advisory firm headquartered in Plantation, FL. They manage $239,915,087 in 743 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    743
    ACCOUNTS
  • Average Account Value
    $322,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Tobias Financial Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Marianela Collado
CRD#: 6569237
1000 S. Pine Island Road, Suite 250, Plantation, FL 33324
103
Wealthminder
score

Marianela Collado CFP®, CPA/PFS (CRD# 6569237) joined Tobias Financial Advisors in October 2015 and serves as a Senior Financial Advisor.  Marianela’s responsibilities include the overall management of client relationships by working with clients and their professional advisors to ensure the client’s overall financial planning objectives are met in the most tax efficient manner. 

Marianela has over 15 years of experience in the tax and financial planning arena.  She has worked with many ultra-high net worth families and assisted with the implementation and reporting of complex income and wealth transfer strategies. 

 

Prior to joining TFA, Marianela was a Principal and Senior Tax Consultant at Bessemer Trust.  She joined Bessemer Trust in 2004, in New York City, as a member of the Client Tax Services department and subsequently worked with Bessemer’s client advisory team in Miami providing wealth and tax consulting services.

 

Prior to joining Bessemer, Marianela was a Senior Tax Associate with Wealth and Tax Advisory Services (formerly Arthur Andersen and now Andersen Tax) in New York specializing in compliance and planning for high net worth individuals.

Marianela has served as a member of the Florida Institute of CPA’s Women’s Leadership Committee since 2013.

 

Marianela received a B.S. in Accounting from Hunter College in New York City in 2000. She is a Certified Public Accountant in New York and a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of the American Institute of Certified Public Accountants, the New York State Society of Public Accountants, the Florida Institute of Certified Public Accountants, the West Broward Estate Planning Council and the Financial Planning Association.

2
Benjamin A. Tobias
CRD#: 1731394
1000 S Pine Island Rd #250, Plantation, FL 33324
101
Wealthminder
score

Benjamin Tobias (CRD# 1731394) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has over 30 years of experience in the finance industry. Benjamin Tobias has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Matthew D. Saneholtz
CRD#: 4567961
1000 S. Pine Island Road, Suite 250, Plantation, FL 33324
90
Wealthminder
score

Matthew Saneholtz (CRD# 4567961) is an Investment Advisor Representative working at Tobias Financial Advisors in Plantation, FL and has 1 year of experience in the finance industry. Matthew Saneholtz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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