Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges ($100-$500/hour), retainer fees, and/or fixed fees. The minimum quarterly fee for Wealth Management is $3,125 ($12,500 annually), and for Investment Management, it's $1,500 ($6,000 annually). Financial planning fees start at $6,000 for a one-time plan. Fees are negotiable and may be modified based on various criteria. Clients also pay custodial, brokerage, and fund management fees.
Areas of Practice
Advisor Information
Office location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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Franklin G GayRegulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Tobias Financial Advisors
Previous Registrations
Zehnder Wealth Management, LLC
State Registrations2 states
Exams
Additional Information
Franklin Gay, CFP®, EA serves as a Wealth Advisor. He earned the CERTIFIED FINANCIAL PLANNER™ professional certification and completed the testing requirements to become an Enrolled Agent with the Internal Revenue Service. As an Enrolled Agent, he earns the privilege to represent clients before the IRS. These credentials create a strong foundation in financial planning and taxation that allow Franklin to help clients across various planning areas.