Chad Williamson
Investment adviser representative at Tobias Financial Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Tobias Financial AdvisorsJan 2025 to now
- Mariner Wealth AdvisorsJan 2022 to Jan 2025
- Koa Wealth Management, LLCNov 2018 to Dec 2021
- LPL Financial, LLCSep 2016 to Nov 2018
- The Wealth Consulting GroupNov 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6524308
- Firm CRD
- 104711