A complete list of active advisors currently associated with Shah Tax and Financial Planning

Warmer can help you find a great advisor at Shah Tax and Financial Planning or one who fits your needs even better.

The firm provides investment management alongside financial planning and tax accounting services for pooled and institutional accounts as well as other client types. Offerings include portfolio construction and continuous advice, comprehensive and project-based financial planning, and tax return preparation and representation under an Enrolled Agent credential. Investment implementation is primarily passive and asset-allocation driven, using index mutual funds and ETFs, with accounts managed on a non-discretionary basis and reviewed quarterly against client investment policy statements. Financial planning and tax-efficiency considerations are integrated into the advice process, and clients receive written or electronic plans with ongoing monitoring and updates. What is distinctive for a firm in this category is the mixed-fee model: in addition to standard percentage-of-AUM fees, the firm offers hourly planning at $175 per hour and fixed-fee planning engagements, an arrangement that is relatively uncommon among investment managers. The adviser combines tax-preparation authority (Enrolled Agent) and a corporate finance background with operational practices such as not aggregating client trades and not voting client proxies.

To learn more about the advisors currently working at Shah Tax and Financial Planning, 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.