C
CPA Synced Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,513,616
Total clients
5
60% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$702,723
About
CPA Synced Financial is a registered investment adviser that provides ongoing investment management on both discretionary and non‑discretionary bases and offers financial planning and consultation. The firm prepares Investment Policy Statements using five risk‑level templates to guide portfolio construction and may recommend or place accounts with independent third‑party money managers.
Its investment approach combines fundamental and technical analysis and employs strategies including long‑ and short‑term purchases and covered call options, with investments generally limited to mutual funds, fixed‑income securities, equities, ETFs (including precious‑metals ETFs), annuities and inflation‑linked bonds. CPA Synced Financial states it acts as a fiduciary, seeks fair and equitable allocation of opportunities among clients, and provides quarterly reporting through custodians or independent managers.
The firm has common ownership with an accounting firm and discloses that its principals provide tax, bookkeeping and related services, a relationship the brochure identifies as a potential conflict that clients may accept or decline. CPA Synced Financial also maintains a co‑advisory agreement with an independent wealth manager and explicitly assists in selecting and reviewing other money managers, a formal selection-of‑other‑advisers practice that is less common among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Options & derivatives strategies
Fee options
Financial planning fees range from $1,000 to $20,000 per year, negotiated annually
0.25% to 0.8% (negotiable, based on total assets, complexity, and other fees)
Account minimum: $4,000
Main office location
CPA Synced Financial
Tampa FL, United States
Number of offices
1
Most active in
CPA Synced Financial 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:
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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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