Thomas Tobias is a registered investment advisor at Money Compass Advisors, based in Sonoma, CA, with 16 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 18 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable based on historical relationships, account size, and complexity. Third-party manager fees of 0.18% to 0.75% apply in addition to this rate.
Fee Estimator
Location
Sonoma, 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 →Employment History
Current Registrations
Money Compass Advisors
Previous Registrations
Transamerica Financial Advisors, INC.
Fisher Investments
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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