Toby Harris is a registered investment advisor at Eq Wealth Advisors, based in Dallas, TX, with 22 years of industry experience. Toby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 309 clients with $620M 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% |
Maximum annual fee is 1.5%. Fees may vary based on account size, portfolio complexity, and family account house-holding, and are negotiable in certain circumstances.
Fee Estimator
Location
10000 North Central Express Way, Suite 1350, Dallas, TX, 75231
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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 ActivitiesSells Insurance
Toby is the Chief Wealth Planner and owner of EQ Wealth Advisors LLC, dedicating full-time hours to this role. Toby also works as an agent for PKS Financial, selling fixed/traditional insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Eq Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Securities, INC.
LPL Financial Corporation
LPL Financial CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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