About FALLENBAUM CPA & ADIVSORS, LLC
FALLENBAUM CPA & ADIVSORS, LLC is a reputable financial advisory firm that offers personalized and comprehensive services to individuals and businesses. With over 10 years in business, the firm has a team of highly qualified advisors dedicated to helping clients achieve their financial goals.
They offer a wide range of financial services including retirement planning, investment management, tax planning and preparation, estate planning, insurance planning, and business consulting. The firm caters to diverse clients such as individuals, small businesses, corporations, and non-profit organizations.
FALLENBAUM CPA & ADIVSORS, LLC operates on a fee-only basis, meaning they do not earn commissions from financial product sales. Their founder, John Fallenbaum, has over 20 years of experience as a Certified Public Accountant and financial advisor. The firm believes in transparency and adheres to necessary disclosures, including Form ADV and BrokerCheck.
The team at Sprout Capital Partners Management, LLC offers their expertise to clients seeking financial guidance. They are dedicated to providing personalized solutions to help clients achieve their financial goals. As of 2021, the firm has reported $1.2 billion in assets under management and has a team of 10 experienced advisors. With over 15 years in business, Sprout Capital Partners Management, LLC offers a comprehensive range of financial services, including financial planning, investment management, retirement planning, tax planning, and more. Their team works closely with each client to create personalized strategies that align with their financial goals and risk tolerance.
Sprout Capital Partners Management, LLC works with a diverse range of clients, including individuals, families, and small business owners. Their advisors are committed to understanding each client's unique needs and providing tailored solutions to help them achieve financial success. The firm operates on a fee-based structure, where the majority of their compensation comes from management fees based on a percentage of the assets under management. This aligns their interests with their clients' goals, as their success is tied to the success of their clients' portfolios.
The team at Sprout Capital Partners Management, LLC is made up of experienced financial professionals with diverse backgrounds and specialties. They are dedicated to staying up to date on the latest industry trends and providing top-notch financial guidance to their clients. As a registered investment advisor (RIA), Sprout Capital Partners Management, LLC is held to a fiduciary standard. This means they are legally obligated to act in their clients' best interests and disclose any potential conflicts of interest.
With over 13 years in the financial industry, BLUE LAGOON ADVISORS, LLC is a trusted and reputable independent firm that offers personalized financial services to help clients build and manage their wealth. Their team of 10 advisors and $500 million in assets under management make them a knowledgeable and experienced choice for individuals, families, and businesses seeking financial advice.
The firm offers a range of services including financial planning, investment management, estate planning, and tax planning. They serve a diverse client base and charge a fee based on a percentage of assets under management, ensuring their advice is unbiased and in the client's best interest.
BLUE LAGOON ADVISORS, LLC was founded by a team of experienced advisors with a shared commitment to providing personalized, independent advice to clients. As a registered investment advisor, the firm adheres to a fiduciary standard and has a clean disciplinary record, further solidifying their reputation as a trusted and reputable advisor in the financial industry.