Tax Pro Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$662,269
Clients
4
0% 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
4
Very LowAverage account size
$165,567
About
Tax Pro Advisor LLC provides asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high‑net‑worth clients, businesses, trusts, estates and charitable organizations. Its brochure discloses an affiliated tax/accounting practice and states the firm receives compensation for tax services provided to tax clients.
The firm describes an active, tailored asset‑management process that employs fundamental, financial and technical analysis together with modern portfolio theory, ongoing monitoring, and the ability for clients to impose investment restrictions. Tax Pro also uses outside money managers and other advisers — the brochure notes the firm may be involved in selecting or recommending those managers and may receive compensation from them — and it bills financial planning and consulting on an hourly basis.
Compared with many peers in the investment manager category, Tax Pro is a newly formed, small adviser with modest assets under management that combines investment advisory services with an operating tax practice. That combination — an affiliated accounting/tax service, hourly planning fees for individual clients, and referral/compensation relationships with outside managers — is presented in the brochure as a notable departure from more typical manager-only business models.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
Wealth management
Cash flow / budgeting
Fee options
Flat retainer fee option for consulting services, paid quarterly in arrears; financial planning may require 50% deposit
$0 - $1,000,000: 1% $1,000,001 - $9,999,999: 0.75% $10,000,000 - $49,999,999: 0.65% $50,000,000+: 0.50%
Financial planning and consulting services billed at $250 per hour
Fee-only: Financial planning and consulting billed at $250 per hour; flat retainer fee option available for consulting
Main office location
Tax Pro Advisor
Leander TX, United States
Number of offices
1
Most active in
Tax Pro Advisor has reported serving >5 clients in these states in the last 12 months.
Texas
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:
-
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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