AdviceandtaxeS.com LLC
Firm details
- Headquarters
- ,
- CRD number
- 156608
- Website
- www.adviceandtaxes.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI95.04%
- Individuals4.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
AdviceandtaxeS.com LLC is a small, individual-owned advisory and accounting firm that combines tax/accounting services with financial planning and portfolio management for individuals and small businesses. The firm operates as a limited liability company and bills clients through hourly and fixed-fee arrangements rather than percentage-based asset fees. Its advisory work is focused on financial planning and discretionary portfolio management, and it reports no active ESG program or pension consulting practice. Reported activity shows a clear tilt toward exchange-traded equities as the primary investment vehicle.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Vincent Cowles
Founder and LLC ManagerCRD 1417253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations