BRIAN B. BUNN CPA, PLLC

Overview

Brian B. Bunn Cpa, Pllc is an individual-owned accounting practice that also offers advisory services. The firm combines traditional accounting work with financial planning, portfolio management for individuals and small businesses, and pension consulting services. It is classified as an unclassified/other-type organization rather than a multi-state or institutional RIA, and it does not identify as a capital allocator. The adviser uses a mix of fee approaches — percentage-of-AUM, hourly charges, and fixed fees — which suggests flexibility in billing depending on client needs. Regulatory and operational flags in the record indicate the firm is not an active ESG investor and is not flagged as a multi-state or newly formed adviser. Its primary business activity is accounting, with advisory activities layered onto that practice rather than operating primarily as a dedicated investment manager.

Assets & Accounts

Investments & Alternatives