MASTERS TAX AND FINANCIAL PLANNING LLC

Overview

Masters Tax And Financial Planning LLC operates as an independent registered investment adviser focused on serving individual and family clients. The firm combines portfolio management with tax and accounting capabilities, reflecting its dual role as an adviser and an accountant/insurance broker. That mix suggests an emphasis on integrating investment decisions with tax planning and insurance solutions rather than running large institutional programs. Investment activity is concentrated in equities: the firm’s stated preference is exchange-traded equities, and its discretionary portfolios are entirely reported as equity holdings. Service delivery appears personalized and fee-flexible — charging a mix of percentage-of-AUM, hourly, and fixed fees — which aligns with working closely with a relatively small client base and offering comprehensive financial planning engagements. Masters Tax And Financial Planning LLC is structured as a limited liability company owned by an individual and is classified as an independent RIA. It is not listed as an active ESG investor, and it is not designated a multi-state adviser despite operating in multiple physical locations.

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Location & Offices