TaxDude Financial Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,800,000
Clients
6
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
6
Very LowAverage account size
$3,300,000
About
Taxdude Financial Advisor provides investment management, financial planning and educational workshops to individuals, trusts, estates, corporations and other business entities. The firm’s services include non-discretionary direct asset management, tailored financial planning and public seminars intended to educate attendees rather than provide individualized tax or investment advice.
Investment decisions are driven by client-specific goals, time horizons and risk tolerances, with security selection informed by fundamental analysis and a mix of long- and short-term strategies. The firm operates on a non-discretionary basis, presenting recommended trades for client approval and conducting periodic account reviews at least quarterly.
The firm is distinctive for its close affiliation with an operating accounting practice, with the owner spending roughly half of their professional time on accounting and tax services—an arrangement the brochure notes and discloses as a potential conflict of interest with mitigation steps and client choice. It also emphasizes public seminars and a predominantly non-discretionary management model, managing about $1.98 million on a non-discretionary basis, which are less common features among independent advisory firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General tax planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Debt management
Fee options
$0 - $100,000: 2.00% annually $100,001 - $499,999: 1.25% annually $500,000 - $999,999: 0.90% annually $1,000,000+: 0.70% annually
$300 per hour for financial planning and consulting services
Fee-only: Financial planning hourly fee of $300 per hour, billable in 10-minute increments. Fees for financial plans billed 50% in advance, balance upon delivery. Fee may be waived if plan implemented through the firm.
Main office location
TaxDude Financial Advisor
Long Beach CA, United States
Number of offices
1
Most active in
TaxDude Financial Advisor has reported serving >5 clients in these states in the last 12 months.
California
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
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