Clare Fazackerley
Advisor at 1TaxFinancial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Clare Fazackerley is a financial advisor at 1TaxFinancial with 10 years of industry experience. She holds the CFP® and Series 63 designations and has operated her own tax preparation and accounting business since 2007. 1TaxFinancial provides project-based financial planning and counseling to individuals, couples, families, and sole proprietors, offering services such as retirement planning, Social Security analysis, and estate plan reviews. The firm integrates advisory work with tax preparation, using a fee-only model without asset management or wrap-fee programs.
Expertise
Based on 1TaxFinancial
Social Security optimization
General tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$300 per hour for project financial planning services.
Continuing subscription agreements with periodic payments in arrears; specific subscription fee amounts not stated.
Minimum fee: Minimum fee applies as projects are billed hourly with a minimum fee; specific minimum amount not stated. Fee-only: Financial planning services billed hourly at $300 per hour; fee-only advisor, no commissions or additional compensation from third parties.
Location
Cincinnati, OH
Most active in
Clare F has reported serving >5 clients in these states in the last 12 months.
Colorado · Ohio
Work history
CLARE FAZACKERLEY, CPA LLC dba 1TAXFINANCIAL
2007 - Present (19 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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