Les Nesmith
CPA Advisory Services · Scottsdale, Arizona
Les Nesmith is a fee-only financial advisor at CPA Advisory Services in Scottsdale, Arizona. CPA Advisory Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | CPA Advisory Services |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $86.6M across 344 accounts |
| SEC registration | Investment adviser representative in AZ, CA, IL · CRD 3187322 |
| Exams passed | Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cpaadvisory.com |
How Les's firm compares
- CPA Advisory Services's average account is about $252,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Les
Is Les Nesmith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Les holds no broker registration, and CPA Advisory Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Les charge for financial advice?
Les's firm, CPA Advisory Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Les Nesmith based?
Les Nesmith is based in Scottsdale, Arizona.
Is Les Nesmith registered with the SEC?
Yes. Les Nesmith is registered as an investment adviser representative in AZ, CA and IL (CRD 3187322), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CPA Advisory Services manage?
CPA Advisory Services reports $86.6M across 344 accounts in assets under management.
How do I contact Les Nesmith?
Through Les's website, www.cpaadvisory.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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