George Papadopoulos, Cpa/Pfs,Cfp
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,844,689
Clients
17
94% 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
17
LowAverage account size
$4,108,511
About
The firm provides wealth management and consultation services to individual and high‑net‑worth clients, managing about $69.8 million across 17 limited‑discretionary accounts. Offerings include comprehensive portfolio management, financial planning consultations, and—as a value‑added service for wealth‑management clients—preparation of the annual federal and state personal income tax returns.
As a fee‑only registered adviser the firm emphasizes long‑term, strategic asset allocation grounded in Modern Portfolio Theory and fundamental analysis, typically implementing portfolios with mutual funds and exchange‑traded funds and maintaining limited discretionary authority. The adviser requests active client participation, schedules at least biannual reviews, and executes trades through institutional custodial relationships with aggregated order capabilities.
The practice is unusual among small independent firms in its combination of accounting and advisory roles: the adviser holds CPA/PFS/CFP credentials, maintains an accounting practice, and makes tax‑preparation services available to clients. While the firm currently focuses on individuals, its brochure also notes the ability to serve pension and profit‑sharing plans and describes ERISA‑related fiduciary and bonding considerations, a capability not commonly cited by solo advisers.
Client services
Portfolio management
Expertise
Wealth management
General tax planning
Cash flow / budgeting
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Established Professionals
Fee options
Negotiated annual fixed fee option for Wealth Management Services, billed quarterly.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Hourly rate of $400 for Consultation Services; $250/hour for additional services outside scope of Wealth Management
Account minimum: $10,000 annually Minimum fee: Minimum annual fee of $10,000 ($2,500 quarterly) for Wealth Management Services Fee-only: Fee-only Registered Investment Adviser; no commissions accepted.
Main office location
George Papadopoulos, Cpa/Pfs,Cfp
Ann Arbor MI, United States
Number of offices
2
Most active in
George Papadopoulos, Cpa/Pfs,Cfp has reported serving >5 clients in these states in the last 12 months.
Michigan
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
Quick links
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