About FALLENBAUM CPA & ADIVSORS, LLC
FALLENBAUM CPA & ADIVSORS, LLC is a highly reputable financial advisory firm that offers expert services to individuals and businesses seeking to achieve their financial goals. The firm is committed to delivering personalized and comprehensive financial solutions that are tailored to each client’s unique needs and objectives.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance for individuals and businesses.
- Offers a personalized approach to financial planning and management.
- Utilizes a comprehensive range of financial services to help clients achieve their goals.
Facts and Insights
FALLENBAUM CPA & ADIVSORS, LLC has been in business for over 10 years and has established a solid reputation for delivering exceptional financial services to its clients. The firm has a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
FALLENBAUM CPA & ADIVSORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Business consulting
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
FALLENBAUM CPA & ADIVSORS, LLC operates on a fee-only basis, meaning that they do not earn commissions from the sale of financial products. This ensures that their clients receive unbiased and objective advice that is solely focused on meeting their financial needs.
Background
FALLENBAUM CPA & ADIVSORS, LLC was founded by John Fallenbaum, a Certified Public Accountant and financial advisor with over 20 years of experience in the industry. The firm has since grown to become a leading financial advisory firm, known for its personalized and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, FALLENBAUM CPA & ADIVSORS, LLC is committed to transparency and adheres to the necessary disclosures required by law. These include:
- Form ADV – This document provides information about the firm’s services, fees, and any conflicts of interest.
- BrokerCheck – This allows clients to research the firm’s background and any disciplinary actions or complaints filed against them.