Matthew David Saneholtz
Investment adviser representative at Tobias Financial Advisors
21 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Tobias Financial AdvisorsOct 2005 to now
Designations
- CFA
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Tobias Financial Advisors
Legal name: Tobias Financial Advisors, Inc.
$1.2BAssets managed
383Clients
8Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4567961
- Firm CRD
- 104711