Marianela Nmn Collado

CFP · PFS

Tobias Financial Advisors

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Tobias Financial Advisors

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

Contact

Marianela Nmn Collado

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.

Employment History

Current Registrations

Tobias Financial Advisors

October 2015 - Present · 10 yrs 4 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.

Additional Information

Marianela Collado, CPA/PFS, CFP®, CDS™ serves as a Senior Wealth Advisor and is the CEO and co-owner of the firm. She serves clients in a team setting by collaborating with them and their professional advisors to ensure their overall financial planning and investment objectives are pursued in a tax-efficient manner.