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Franklin G Gay

Tobias Financial Advisors

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About Franklin G Gay

Franklin Gay is a financial advisor and Certified Financial Planner™ professional with Tobias Financial Advisors, based in Plantation, Florida. Franklin has over 3 years of experience in the financial industry. Franklin specializes in providing financial planning and portfolio management services to individuals and families. Franklin's primary focus is on helping clients achieve their financial goals, including retirement planning, college savings, and investment management.

Firm Information

Franklin Gay is currently registered with Tobias Financial Advisors. Tobias Financial Advisors, based in Plantation, FL, is an investment advisory firm specializing in financial planning and portfolio management for individuals and high-net-worth individuals. The firm also provides retirement plan advisory services. Tobias Financial Advisors has over $756 million in regulatory assets under management.
Tobias Financial Advisors

1000 S. PINE ISLAND ROAD

PLANTATION, FL 33324

$756.16M

Assets Under Management

8

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan advisory service

Retirement plan advisory service

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Franklin Gay’s Registration & Firm History

FL

05/17/2021 - Present

Tobias Financial Advisors (PLANTATION FL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Franklin G Gay.
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