Angela Dyches
CPA Investment Solutions · Sarasota, Florida
Angela Dyches is a fee-only financial advisor at CPA Investment Solutions in Sarasota, Florida, who holds the PFS credential. CPA Investment Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | CPA Investment Solutions |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $49.2M across 155 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL · CRD 3099225 |
| Exams passed | Series 63 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cpafinancialsolutions.com |
How Angela's firm compares
- CPA Investment Solutions's average account is about $318,000, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Angela
Is Angela Dyches a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and CPA Investment Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, CPA Investment Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Angela Dyches based?
Angela Dyches is based in Sarasota, Florida.
What credentials does Angela Dyches hold?
Angela Dyches holds the PFS credential.
Is Angela Dyches registered with the SEC?
Yes. Angela Dyches is registered as an investment adviser representative in FL (CRD 3099225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CPA Investment Solutions manage?
CPA Investment Solutions reports $49.2M across 155 accounts in assets under management.
How do I contact Angela Dyches?
Through Angela's website, www.cpafinancialsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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