This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment · Charles Schwab & Company · Transamerica
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 39 clients, or 39 clients per representative. That equates to $269.2K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Money Compass Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Money Compass Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS TOBIAS
Advisor, Chief Compliance Officer, President
- CRD
- #5513921
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,498,672 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,498,672 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Money Compass Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.