Chad Williamson

CFP

Tobias Financial Advisors

6 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

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

March 2025 - Present · 11 mos

Previous Registrations

Mariner Wealth

January 2022 - February 2025 · 3 yrs 1 mo

Koa Wealth Management, LLC

August 2019 - January 2022 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.