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- Custodian
- Betterment · Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-05-2020
- Office Locations
- 1
Office Locations
About Money Compass Advisors
Money Compass Advisors is a Sonoma, CA boutique RIA led by Thomas Tobias offering a “Personal CFO” approach for successful professionals. The firm provides comprehensive wealth management—tax-aware, evidence-based portfolio management, retirement and legacy planning, risk/insurance review, and equity-compensation guidance—with a proactive, year-round focus on minimizing lifetime taxes (often targeting up to 15–20% annual tax savings).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS TOBIAS
Advisor, Chief Compliance Officer, President
- CRD
- #5513921
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,498,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,498,672 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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