Welsh Financial & Accounting Services,LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
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
10
LowAverage account size
$0
About
Welsh Financial & Accounting Services, LLC is structured as an accounting firm that also provides registered investment advisory services to a small client base (approximately ten clients). The firm's Form ADV identifies financial planning among its services alongside accounting-related offerings.
The Form ADV shows the firm uses primarily fixed-fee and hourly-fee billing arrangements rather than asset-based compensation. Its disclosures describe a fee-for-service delivery model focused on individualized planning and periodic account review rather than pooled investment management.
Distinctive features in the brochure include the combination of an accounting practice with a registered advisory role and the use of uncommon billing methods for this category of firm. The Form ADV also notes the firm does not serve as a private fund adviser and maintains a very limited client roster, indicating an emphasis on individualized accounting and planning work rather than private-fund or institutional management.
Client services
Financial planning
Fee options
Main office location
Welsh Financial & Accounting Services,LLC
1107 King Arthur Court
Sykesville MD 21784, United States
Number of offices
0
Most active in
Welsh Financial & Accounting Services,LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
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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