Firm
USA Financial and Tax Services
Farmington, Connecticut
Fee-only
USA Financial and Tax Services at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 660 individual clients, 27 of them high net worth.
- Its average account is about $241,000 (assets it manages divided by its 660 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | Farmington, Connecticut |
|---|---|
| Website | usafinancialandtaxservices.com |
| [email protected] | |
| Phone | (860) 430-2138 |
USA Financial and Tax Services fees
USA Financial and Tax Services 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 |
|---|---|
| Assets managed | $159 million |
| Individual clients | 633 |
| High-net-worth clients | 27 |
| Accounts managed | 660 |
| Employees | 3 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-131690) |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 306214 |