Charles John Nesmith

CFA · CFP

Tobias Financial Advisors

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Tobias Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

347 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$892.2M

Fee Structure

Minimum Annual Fee:$12,500

Contact

Charles John Nesmith

Location

1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Tobias Financial Advisors

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Berman Capital Advisors, LLC

January 2020 - January 2021 · 1 yr

AXA Advisors, LLCBroker

September 2016 - July 2018 · 1 yr 10 mos

Integer Wealth Advisors Group, LLC

July 2011 - July 2016 · 5 yrs

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.