How does the advisor help clients – Key Takeaways:
CPA WEALTH ADVISORS, LLC is made up of a team of experienced and knowledgeable financial experts who work together to provide comprehensive wealth management services to their clients. Through a combination of financial planning, investment management, and tax advice, they help their clients achieve their financial goals and secure their financial future.
- Comprised of a team of financial experts
- Offers comprehensive wealth management services
- Provides financial planning, investment management, and tax advice
- Helps clients achieve financial goals and secure their future
Facts and Insights
CPA WEALTH ADVISORS, LLC was founded in 2005 and has since established itself as a reputable and reliable wealth management firm. With over $500 million in assets under management, a team of over 20 advisors, and offices in multiple locations across the country, they have the resources and expertise to provide their clients with top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500,000,000+ | 20+ | Founded in 2005 |
Financial Services Offered
CPA WEALTH ADVISORS, LLC offers a wide range of financial services to their clients. These services include financial planning, investment management, tax planning, retirement planning, estate planning, and risk management. By providing a holistic approach to wealth management, they strive to help their clients achieve financial success and peace of mind.
Client Types
CPA WEALTH ADVISORS, LLC serves a diverse range of clients, including individuals, families, business owners, and high net worth individuals. They understand that each client has unique financial needs and objectives, and they tailor their services to best meet those specific needs. Their team of advisors has the knowledge and expertise to work with clients from all backgrounds and industries.
Fees & Compensation
CPA WEALTH ADVISORS, LLC is a fee-only firm, meaning they do not earn commissions on any financial products they recommend. Instead, they charge a percentage of assets under management or a flat fee for their services. This fee structure ensures that their recommendations are always in the best interest of their clients, as they do not have any financial incentives to promote certain products.
Background
The team at CPA WEALTH ADVISORS, LLC is made up of Certified Public Accountants (CPAs), Certified Financial Planners (CFPs), and other financial professionals with years of experience in the industry. This diverse mix of backgrounds and expertise allows them to provide a comprehensive and well-rounded approach to wealth management. They are dedicated to continuously learning and staying up-to-date with the latest industry trends and regulations to better serve their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CPA WEALTH ADVISORS, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. They have a clean record with no disciplinary actions, arbitration awards, or civil, criminal, or regulatory events to disclose, ensuring their clients can trust in the integrity and ethics of their team.