A complete list of active advisors currently associated with Tobin Investment Planning LLC

Warmer can help you find a great advisor at Tobin Investment Planning LLC or one who fits your needs even better.

Tobin Investment Planning LLC provides discretionary and non‑discretionary portfolio management, financial planning, and referrals to third‑party money managers for individuals, trusts, partnerships, and charitable organizations. Like many independent advisers, the firm tailors portfolios to individual goals and monitors and rebalances holdings on an ongoing basis; however, it manages approximately $35 million for about 22 clients, indicating larger account sizes per client than is typical for its peer group. The firm primarily allocates client assets to mutual funds and exchange‑traded funds and applies Modern Portfolio Theory alongside both long‑ and short‑term purchase strategies, with the occasional use of margin, short sales, or options when deemed suitable. It offers discretionary authority, non‑discretionary arrangements, and conducts formal due diligence when recommending or hiring third‑party money managers, retaining the ability to replace them as needed. Noteworthy features include operation as a solo advisory practice led by a single, credentialed adviser (a CIMA designee with a legal background) who includes variable annuities and third‑party manager assets in reported AUM. The firm routinely recommends a specific custodian (Charles Schwab) and relies on that custodian’s institutional platform and services to support trading, custody, and reporting, and it also offers fixed‑fee financial planning with an initial complimentary consultation.

To learn more about the advisors currently working at Tobin Investment Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.