# TOBIAS FINANCIAL ADVISORS, INC.

TOBIAS FINANCIAL ADVISORS, INC. of PLANTATION, FL is an SEC-registered investment adviser.

## Registration

- CRD: 104711
- Type: SEC-registered investment adviser
- SEC file number: 801-33972
- Location: 1000 S. PINE ISLAND ROAD, SUITE 450, PLANTATION, FL, 33324
- Phone: 954-424-1660
- Latest filing: 2026-04-07
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $28.4M
- Clients: 26
- Accounts: 2,178

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Matthew David Saneholtz | PRESIDENT | — |
| Marianela Nmn Collado | CHIEF EXECUTIVE OFFICER | — |
| Edgar Nmn Collado | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | — |
| Yesenia Realejo | WEALTH ADVISOR | — |
| TOBIAS BENJAMIN ALAN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICE/CHIEF FINANCIAL OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER (+1 more) | — |
| SANEHOLTZ MATTHEW DAVID | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| COLLADO MARIANELA NMN | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER & CHIEF OPERATIONS OFFICER | — |
| Collado Marianela | CHIEF EXECUTIVE OFFICER | — |
| FRANCO-CICERO CATALINA MARIA | WEALTH ADVISOR | — |
| REALEJO YESENIA | WEALTH ADVISOR | — |


## Branch offices (5)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |
| — | — | 1 | 954-424-1660 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104711/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104711/similar
- Related entities: https://search.stillhousedata.com/firm/104711/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104711

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.