CPA Group Investment Management

CPA Group Investment Management at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the PFS.
• Its Form ADV reports 2 employees and 33 individual clients, 8 of them high net worth.
• Its average account is about $283,000 (assets it manages divided by its 145 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

CPA Group Investment Management fees

CPA Group Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Douglas Gusmus

  PFS

• Jeremy Senterfitt