Advanced Tax & Investments, Inc.

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Client assets under management

$27,365,362

Clients

7% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$337,844

About

Advanced Tax & Investments, Inc. serves individuals, high-net-worth clients, fiduciaries, and business owners with personalized financial planning and discretionary investment management, and it also offers tax, payroll, and tax compliance/resolution services. The firm provides access to insurance and annuity products through licensed associated persons and may engage third-party managers or a Unified Managed Account (UMA) platform as part of its service mix.

The firm structures advice around a profile questionnaire and an Investment Policy Statement, implementing discretionary portfolios and ongoing monitoring using model allocations as a guide. Investment decision‑making draws on technical, quantitative, and fundamental analysis and may include mutual funds, ETFs, private placements, and more complex vehicles such as leveraged, inverse, and buffer ETFs, with documented risk disclosures and periodic reviews.

What is noteworthy is the firm’s integration of accounting/tax practice activities with advisory services—combining tax compliance and IRS resolution work alongside investment planning—and the fact that associated persons are licensed to sell insurance, a relationship the brochure discloses as a potential conflict of interest. Compared with many peers, the firm also emphasizes use of a wider range of instruments (including possible cryptocurrency exposure) and explicitly discloses emerging risks such as political and AI-related risks in its investment discussions.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Coordinated financial planning fixed fee up to $10,000

Percentage

$50,000 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually Greater than $2,000,000+: Negotiable

Commissions

Commissions earned from sale of insurance products by licensed associated persons, separate from advisory fees

Project-based

Up to $350 per hour for targeted financial planning services

Subscriptions

Annual Retainer Agreement billed quarterly, amount equal to half the coordinated financial planning fee

Other

Account minimum: $250,000 Fee-only: Financial planning fees: Coordinated planning up to $10,000 fixed fee; Targeted planning up to $350/hour; Annual Retainer fee equal to half of coordinated planning fee billed quarterly

Main office location

Advanced Tax & Investments, Inc.

1920 E. Robinson St.

Orlando FL 32803, United States

Number of offices

Most active in

District of Columbia · Florida

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 407-595-2084

Advisors at this firm

Anthony F

CFP®, Series 63, Series 65

Orlando, FL

Advanced Tax & Investments, Inc.

Anthony Frezza is a CFP® with 25 years of industry experience, currently serving at Advanced Tax & Investments, Inc. since 2003. He is also the founder and principal of Asset Architects, a wealth advisory firm offering tax, insurance, financial planning, and asset management services. Advanced Tax & Investments, Inc. provides financial planning, discretionary investment management, and tax-related services to individuals, high-net-worth clients, fiduciaries, and business owners. The firm integrates accounting and tax practices with advisory services and employs a range of investment instruments, including mutual funds, ETFs, and more complex vehicles, supported by documented risk disclosures and ongoing portfolio monitoring.

General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired

Anthony F

Series 65

Washington D.C., DC

Advanced Tax & Investments, Inc.

Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. He holds a Series 65 designation and has experience working at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns A8 Enterprises LLC, where he advises on technical accounting and business operations. Advanced Tax & Investments, Inc. serves individuals, high-net-worth clients, fiduciaries, and business owners with personalized financial planning, discretionary investment management, and tax-related services. The firm integrates accounting and tax practice activities with advisory services and utilizes a diverse range of investment instruments, including mutual funds, ETFs, and more complex vehicles, supported by documented risk disclosures and ongoing portfolio monitoring.

General tax planning College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Retired

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