Firm
CPA Investment Solutions
Sarasota, Florida
Fee-only
CPA Investment Solutions at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 1 employee and 40 individual clients, 13 of them high net worth.
- Its average account is about $318,000 (assets it manages divided by its 155 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Sarasota, Florida |
|---|---|
| Website | cpafinancialsolutions.com |
| Phone | (941) 923-1831 |
CPA Investment Solutions fees
CPA Investment Solutions 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 27 |
| High-net-worth clients | 13 |
| Accounts managed | 155 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 144888 |