Franklin G. Gay
TOBIAS FINANCIAL ADVISORS
Plantation, FL 33324
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CRD#: 7218874
Professional summary
Franklin G Gay IV, CFP®, who also goes by Franklin G Gay, is a registered financial advisor currently at TOBIAS FINANCIAL ADVISORS located in Plantation, Florida.
Franklin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Franklin has worked at 2 firms .
Biography
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.
Before joining Tobias Financial Advisors, Franklin worked in a boutique wealth management and financial planning firm in which he assisted the principal of the firm in developing financial plans for over 120 clients in 14 states. The firm is a comprehensive fee-only firm that handles all aspects of the financial planning process, but specializes in tax preparation, filing, and planning. Most notably during his time with his previous employer, Franklin transitioned their use of Microsoft Excel spreadsheets to a new financial software that modeled out portfolios based on extensive research to create optimal risk return profiles. This updated process was lauded by clients and prospective clients and provided a major benefit to the firm.
Born and raised in Central Florida, Franklin Gay is a proud alumnus of the University of Central Florida from which he graduated summa cum laude with a bachelor’s degree in finance. While pursuing his degree, Franklin also concurrently attended Bryant University’s financial planning certificate program.
In his spare time, Franklin enjoys reading finance-related texts as he strives to learn and remain current about the industry. His thirst for knowledge certainly benefits our clients. When he is not studying, you can find him hiking, kayaking, and enjoying the beautiful, sunny South Florida weather with his loved ones.
Question & Answer
What are your service offerings?
Small Business Planning
Estate Planning
Retirement Income Management
Social Security Planning
Tax Planning
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Franklin G Gay
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Franklin G Gay IV's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
August 27, 2020 - Present
TOBIAS FINANCIAL ADVISORS
Office #1: 1000 S. Pine Island Road Suite 450, Plantation, FL 33324RIA
CRD#: 104711
Plantation, FL
Past
January 24, 2020 - August 20, 2020
ZEHNDER WEALTH MANAGEMENT, LLC
RIA
CRD#: 142197
ST. CLOUD, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/27/2020)
IAR
Texas(5/17/2021)
Exams
Current Firm
TOBIAS FINANCIAL ADVISORS
BENJAMIN A. TOBIAS | TOBIAS FINANCIAL ADVISORS, INC. | TOBIAS FINANCIAL ADVISORS INC | TOBIAS FINANCIAL ADVISORS
CRD#: 104711 / SEC#: 801-33972
RIA
Registered Investment Advisory firm - (2/27/1989 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1000 S. Pine Island Road Suite 450, Plantation, FL 33324
Mailing Address
Phone number
(954) 424-1660
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,967 |
| AUM (Assets Under Management) | $ 892,240,795 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 10/28/2024 | ||
| 07/28/2023 |
Red Flags
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Company Information
TOBIAS FINANCIAL ADVISORS
CRD#: 104711Plantation, FL 33324TRUST BUT VERIFY
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Contact information
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