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Tofias Financial Advisors LLC (Cambridge)


Tofias Financial Advisors LLC is a large advisory firm based in Cambridge. It manages $63.3 million of regulatory assets for 41 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Massachusetts.

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Tofias Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tofias Financial Advisors: assets under management

The assets under management (AUM) of Tofias Financial Advisors LLC is $63.3 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $18.5 million in discretionary accounts and $44.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.79 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tofias Financial Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cambridge

The principal office where Tofias Financial Advisors LLC performs its advisory services is located at 350 Massachusetts Avenue, Cambridge, MA 02139, which is also the mailing address of the firm. An additional office of the firm is in New Bedford, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-761-0600 or by fax 617-761-0601. The normal business hours are 8:30 to 5:30 on Monday - Friday. You can find more information about the New York firm at www.tofias.com.


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