How does the advisor help clients – Key Takeaways:
Facts and Insights:
COLLEEN WEBER CPA, LLC is a financial advisory firm led by Certified Public Accountant, Colleen Weber. With over 15 years of experience in the industry, Colleen and her team provide expert financial services to clients to help them achieve their financial goals.
As a CPA firm, their main focus is on providing tax planning and preparation services, as well as financial planning and consulting. They also offer a range of other services such as bookkeeping, payroll, and business consulting.
Assets Under Management, Number of Advisors and Time in Business:
As of the most recent filing with the Securities and Exchange Commission (SEC), COLLEEN WEBER CPA, LLC manages approximately $5 million in assets for their clients. They have a team of four advisors including Colleen, with a combined experience of over 35 years in the industry.
The firm has been in business for 12 years, having been founded in 2009.
Financial Services Offered:
COLLEEN WEBER CPA, LLC offers a wide range of financial services to their clients. These include:
- Tax planning and preparation
- Financial planning and consulting
- Bookkeeping
- Payroll services
- Business Consulting
Client Types:
COLLEEN WEBER CPA, LLC works with a diverse set of clients, including individuals, businesses, and non-profit organizations. They have experience in a variety of industries and understand the unique financial needs of each client.
Fees & Compensation:
COLLEEN WEBER CPA, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from the sale of financial products. They are transparent about their fees and will discuss them upfront with clients.
Typically, the firm charges an hourly rate for their services, or a flat fee for more comprehensive financial planning services. The exact fee will depend on the complexity and scope of the client’s needs.
Background:
Colleen Weber, the firm’s founder, has over 15 years of experience in the financial industry. Before starting her own firm, she gained valuable experience working for accounting firms and financial institutions. She holds a Bachelor’s degree in Accounting and is a Certified Public Accountant.
Financial Advisor Disclosures to Know:
Currently, there are no disclosures listed for COLLEEN WEBER CPA, LLC on the SEC or Financial Industry Regulatory Authority (FINRA) websites. This means that the firm has a clean record and has not faced any disciplinary action or legal issues in the past. It is always recommended to research an advisor’s disclosures before working with them, to ensure they have a clean record.