Marcos Chavira
Taxdude Financial Advisor · Long Beach, California
Marcos Chavira is a fee-only financial advisor at Taxdude Financial Advisor in Long Beach, California. Taxdude Financial Advisor reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Taxdude Financial Advisor |
|---|---|
| Based in | Long Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $19.8M across 6 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2680792 |
| Exams passed | Series 63 (1995) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.taxdude.net |
How Marcos's firm compares
- Taxdude Financial Advisor's average account is about $3.3 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Marcos
Is Marcos Chavira a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcos holds no broker registration, and Taxdude Financial Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcos charge for financial advice?
Marcos's firm, Taxdude Financial Advisor, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Marcos Chavira based?
Marcos Chavira is based in Long Beach, California.
Is Marcos Chavira registered with the SEC?
Yes. Marcos Chavira is registered as an investment adviser representative in CA (CRD 2680792), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taxdude Financial Advisor manage?
Taxdude Financial Advisor reports $19.8M across 6 accounts in assets under management.
How do I contact Marcos Chavira?
Through Marcos's website, www.taxdude.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Long Beach
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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