Tobin Investment Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,986,169
Clients
22
41% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$1,590,280
About
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Annuities
Fee options
Fixed fee for financial planning services, generally $1,000 to $10,000, negotiable
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Fee-only: Financial planning fixed fee ranging from $1,000 to $10,000, negotiable
Main office location
Tobin Investment Planning LLC
Yardley PA, United States
Number of offices
1
Most active in
Tobin Investment Planning LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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