Firm
Pro Tax
Mesa, Arizona
Fee-only
Pro Tax at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 7 employees and 110 individual clients, 10 of them high net worth.
- Its average account is about $136,000 (assets it manages divided by its 110 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Mesa, Arizona |
|---|---|
| Website | protax1040.com |
| Phone | (480) 464-1040 |
Pro Tax fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"we charge an annual management fee based on 1.5% of the assets under management" source
"we charge an annual management fee based on 1.5% of the assets under management" source
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 |
|---|---|
| Assets managed | $15 million |
| Individual clients | 100 |
| High-net-worth clients | 10 |
| Accounts managed | 110 |
| Employees | 7 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | December 2, 2025 |
| SEC record | CRD 124634 |