1TaxFinancial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
12
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$0
About
1TaxFinancial provides project-based financial planning to individuals, couples, families, and sole proprietors, covering investment analysis, retirement and Social Security planning, estate plan review, and tax planning. The firm also operates an accounting practice that offers tax preparation and representation under a separate contract from its financial planning engagements.
For investment recommendations the firm relies on modern portfolio theory and fundamental analysis and generally favors passive mutual funds and ETFs, while occasionally recommending individual stocks or bonds. Services are delivered as hourly or project engagements and subscriptions; the firm does not manage client assets, accept custody, or exercise discretionary trading authority on client accounts.
Distinctive aspects include the firm’s integration of tax/accounting services with financial planning and a principal who devotes a substantial portion of her time to tax preparation and representation, which is uncommon among peers. The firm is fee-only and bills on a project/hourly basis rather than charging percentage-of-AUM or offering wrap programs, and its small team of credentialed advisors (CPA/CFP and CFA) serves a limited client roster, so engagements tend to emphasize tailored planning rather than ongoing asset management.
Client services
Expertise
Occupation focus
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.
Main office location
1TaxFinancial
Cincinnati OH, United States
Number of offices
2
Most active in
Colorado · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
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