MS
CFA · CFP
MS
CFA · CFP

Matthew David Saneholtz

17 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
347 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$892.2M

Fee Structure

Minimum Annual Fee:$12,500
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Location

1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tobias Financial Advisors
November 2008 - Present · 17 yrs 3 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

Matthew D. Saneholtz, CFA, CFP®, EA serves as a Senior Wealth Advisor and co-owner of the firm.? During his almost two decades at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.