How does the advisor help clients – Key Takeaways:
Fred Myers, CPA, P.C. is a trusted financial expert who helps clients achieve their financial goals through personalized and professional services.
Facts and Insights
Fred Myers, CPA, P.C. has been providing financial advice and services for over 20 years. They believe in taking a holistic approach to financial planning and helping clients understand their options and make informed decisions.
Their team of experienced advisors stays up-to-date with the latest financial trends and regulations to ensure that their clients receive the best advice for their unique financial situations. Fred Myers, CPA, P.C. also places a strong emphasis on building long-term relationships with their clients, so they can provide ongoing support and guidance throughout their financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 20 years |
Financial Services Offered
Fred Myers, CPA, P.C. offers a wide range of financial services to help individuals and businesses achieve their financial goals. These services include:
- Financial planning and investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance analysis and recommendations
- Cash flow analysis and budgeting
Client Types
Fred Myers, CPA, P.C. works with a diverse range of clientele, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Non-profit organizations
Fees & Compensation
Fred Myers, CPA, P.C. believes in transparent and fair compensation for their services. They offer fee-based services, meaning they charge a percentage of the assets under management as their fee. This aligns their interests with their clients, as they only earn more when their clients’ portfolios grow.
They also offer financial planning services at an hourly rate or a fixed fee, depending on the complexity of the plan. This fee structure ensures that clients receive objective and unbiased advice that is tailored to their specific needs.
Background
Fred Myers, CPA, P.C. was founded by Fred Myers, a certified public accountant with over 30 years of experience in the financial industry. He noticed a gap in the market for comprehensive financial planning and decided to merge his expertise in accounting and financial planning to create a one-stop-shop for his clients’ financial needs. Today, Fred Myers, CPA, P.C. has a dedicated team of advisors who continue to uphold the firm’s core values and provide exceptional service to their clients.
Financial Advisor Disclosures to Know
Fred Myers, CPA, P.C. is a registered investment advisor (RIA) and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. As such, they always strive to provide unbiased and objective advice to their clients.
Fred Myers, CPA, P.C. also has a clean regulatory record and has no disciplinary actions or sanctions against them. They pride themselves on their ethical business practices and transparency with their clients.