All-Pro Advisors LLC

The firm provides discretionary portfolio management and both project-based and ongoing comprehensive financial planning for individuals, including high‑net‑worth clients, as well as businesses. It also offers tax preparation services and does not impose a firmwide account minimum, tailoring plans and portfolios to each client’s stated objectives.

The investment process emphasizes fundamental analysis and primarily uses passive investment management through index mutual funds and ETFs, with discretionary asset allocation and periodic account reviews. The firm executes trades through a recommended custodian, aggregates orders across accounts when appropriate, and can engage outside managers via Schwab’s Money Manager Marketplace to co‑manage accounts at a client’s request.

Compared with peers, the firm’s marketing and referral practices are notable: it discloses use of client testimonials in advertising and participates in third‑party referral arrangements, including a network referral program with fee-sharing disclosures. The firm’s principal combines CFP® certification with Enrolled Agent tax credentials and offers in‑house tax preparation to advisory clients, an uncommon mix of advisory and tax services in a single‑advisor practice.