Tax Pro Advisor

Overview

Tax Pro Advisor is a very small, independent registered investment adviser that operates alongside accounting services. The firm focuses on financial planning and portfolio management for individuals and small businesses, offering fee models that include a percentage of assets under management, hourly billing and fixed fees. Investment activity tilts toward equity exposure, with a notable allocation to non-exchange-traded equities, and the firm acts as a capital allocator when it places client capital with third‑party managers for alternative exposure. Management style appears consultative: the firm provides selection of other advisers and advisory guidance rather than acting primarily as a discretionary asset manager. Tax Pro Advisor does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices