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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Contact
Franklin G Gay
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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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.
Learn about disclosures →Employment History
Current Registrations
Tobias Financial Advisors
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Zehnder Wealth Management, LLC
January 2020 - August 2020 · 7 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
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.
Contact
Franklin G Gay