A complete list of active advisors currently associated with Sansone CPA & Financial

Warmer can help you find a great advisor at Sansone CPA & Financial or one who fits your needs even better.

Sansone CPA & Financial serves individuals, high‑net-worth individuals, and businesses with investment management and comprehensive financial planning services, including business planning, cash‑flow and tax planning, retirement planning, and insurance reviews. The firm operates on a fee‑only basis and states a $100,000 account minimum that may be reduced or waived on a case‑by‑case basis. The firm implements portfolios using a combination of passive and active strategies grounded in modern portfolio theory and advises primarily on stocks, bonds, mutual funds, ETFs, municipal securities, and cash equivalents. It uses model portfolios and outside managers — including access to model marketplaces offered by Altruist LLC and Schwab — and typically manages client accounts on a discretionary basis, providing written financial plans when engaged. Noteworthy features that distinguish the adviser from many peers are its role as a wrap‑fee program sponsor (it offers investment management exclusively through a wrap program, which is uncommon for independent firms) and its affiliation with an accounting and tax practice that is wholly owned by the advisory entity, allowing for cross‑referrals without referral compensation. The brochure also shows the firm is recently registered and reported no assets under management at the most recent reporting date, indicating a nascent client base.

To learn more about the advisors currently working at Sansone CPA & Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.