Cpa Investment Solutions, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,247,289
Clients
40
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$1,231,182
About
The firm advises individual clients on discretionary portfolio management and comprehensive financial planning, focusing on personal accounts and retirement rollovers. Services include asset-allocation-based portfolio construction using mutual funds, ETFs and occasional individual securities, plus implementation support for tax, insurance and estate planning recommendations.
Its investment process emphasizes documented investment policy statements and tailored asset-allocation strategies, drawing on both fundamental and technical analysis, modern portfolio theory, tactical adjustments and dollar-cost averaging to align portfolios with clients’ time horizons and risk tolerances. Portfolios are managed on a discretionary basis and subject to ongoing monitoring and periodic reviews, with financial plans developed and updated following a structured planning process.
The firm is affiliated with an accounting practice and its principal holds CPA and PFS credentials, enabling closer integration of tax and accounting input into financial plans — a relationship that is uncommon among independent advisers. The principal is also a licensed insurance agent and the brochure discloses potential conflicts of interest from in‑house referrals and insurance commissions, with additional disclosures and consent processes provided to clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
General retirement planning
Life insurance needs analysis
Fee options
Maximum fixed fee not to exceed $5,000 for initial financial planning engagement
1.00% annually
Hourly rate not to exceed $200
Account minimum: $200,000
Main office location
Cpa Investment Solutions, Inc.
7250 Kyle Court
Sarasota FL 34240, United States
Number of offices
1
Most active in
Cpa Investment Solutions, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")