ALAN M. ROSEMAN CPA LLC

Overview

Alan M. Roseman CPA LLC is a single-practitioner limited liability company that combines accounting services with financial planning advice. The firm’s listed business activities center on accounting work, with advisory activity described as financial planning services rather than discretionary portfolio management. The owner, Alan M. Roseman, operates the practice as an individual-owner firm; the entity is not identified as a capital allocator and is classified as unclassified for adviser reporting purposes. The firm reports a nonstandard fee setup (listed as “other”), which is consistent with many CPA-led practices that bill on an hourly, project, or flat-fee basis for planning and tax work rather than charging asset-based advisory fees. Alan M. Roseman CPA LLC is not flagged as an active ESG investor, is not a multi-state adviser, and does not report pension consulting or related-adviser activity.

Assets & Accounts

Location & Offices