Tobin Wills is a CFP-designated registered investment advisor at Optima Capital LLC, based in Azusa, CA, with 30 years of industry experience. Tobin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 614 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Location
Azusa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tobin works as a flight instructor and consultant, dedicating about 10% of his time to this role. He also performs minimal administrative duties for a solo 401(k).
Employment History
Current Registrations
Optima Capital LLC
Previous Registrations
Optima Capital LLC
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Zahorik Company, INC.Broker
Financial Network Investment CorporationBroker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Smith Barney INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.