Masters Tax and Financial Planning LLC

Overview

Masters Tax and Financial Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and combines advisory work with related financial services: it acts as an insurance broker, provides accounting services, and sells other financial products. Advisory services explicitly listed include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives