Louis Tzamalas
Virtual Tax Planners · Wyoming, Pennsylvania
Louis Tzamalas is a fee-only financial advisor at Virtual Tax Planners in Wyoming, Pennsylvania, who holds the CFP credential. Virtual Tax Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Virtual Tax Planners |
|---|---|
| Based in | Wyoming, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $407K across 19 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6569633 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Louis's firm compares
- Virtual Tax Planners's average account is about $21,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Louis
Is Louis Tzamalas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Louis holds no broker registration, and Virtual Tax Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Louis charge for financial advice?
Louis's firm, Virtual Tax Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Louis Tzamalas based?
Louis Tzamalas is based in Wyoming, Pennsylvania.
What credentials does Louis Tzamalas hold?
Louis Tzamalas holds the CFP credential.
Is Louis Tzamalas registered with the SEC?
Yes. Louis Tzamalas is registered as an investment adviser representative in PA (CRD 6569633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Virtual Tax Planners manage?
Virtual Tax Planners reports $407K across 19 accounts in assets under management.
How do I contact Louis Tzamalas?
Contact details aren't on file yet. Search for Virtual Tax Planners.
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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