Yesenia Realejo is a CFP-designated registered investment advisor at Tobias Financial Advisors, based in Plantation, FL, with 9 years of industry experience. Yesenia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Estate Planning, and 6 more. Their firm serves 347 clients with $890M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
This fee schedule is for the Wealth Management Service. There is a minimum quarterly fee of $3,125, which equates to $12,500 annually; fees are negotiable.
Fee Estimator
Contact
Yesenia Realejo
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
Get directionsHistory
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
Tobias Financial Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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
Additional Information
Yesenia Realejo, CFP® serves as a Wealth Advisor. In this role, Yesenia focuses on managing relationships with families to ensure they are on track to meet their goals. By maintaining proactive contact with our families, she can understand their unique circumstances and provide comprehensive wealth management. She not only creates their financial plan but also helps implement long-term changes to strengthen their financial position and sense of security. These plans can include anything related to their financial house, ranging from estate planning and asset distribution across generations to tax optimization strategies and retirement planning.