Sansone Cpa & Financial

Overview

Sansone Cpa & Financial is an individual-owned limited liability company that offers advisory and accounting-related services to individuals and small businesses. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. It is also described as acting as a capital allocator rather than solely a fee-for-service planner. Compensation is flexible: the firm uses a mix of percentage‑of‑assets, hourly billing, and fixed fees depending on client engagement. Sansone Cpa & Financial is identified with an accountant affiliation and does not characterize itself as an active ESG investor. It is not listed as a multi-state adviser, and the documented year of SEC registration is not available from the source record.

Assets & Accounts

Location & Offices