Planb Tax & Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$500
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$500
About
The firm provides tax-aware wealth planning and portfolio management for individual clients and offers tax preparation and related advisory services through its tax practice. It also engages in sales of other financial products in addition to providing investment advisory services.
The firm integrates tax planning into investment decisions, drawing on the principal’s longstanding CPA background and securities and insurance licenses (Series 7, 63 and 65). It notes use of tax-planning tools to support client strategies and also conducts educational seminars and workshops as part of its client service mix.
What is distinctive is the firm’s unusually broad client profile for an independent advisory practice: in addition to individuals, it reports relationships with corporate and business clients, pension and profit-sharing plans, charitable organizations, accounting firms, insurance brokers and agents, banking or thrift institutions, insurance companies, state or municipal entities, other investment advisers and even a sovereign wealth fund. The brochure also discloses past compliance-related events and emphasizes a long-running tax practice (since the late 1990s) and multi-decade experience in the insurance industry that underpin its cross-disciplinary advisory work.
Client services
Expertise
Main office location
Planb Tax & Wealth Advisors LLC
Richardson TX, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
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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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