Sansone Cpa & Financial

Overview

Sansone Cpa & Financial is an individually owned limited liability company that combines accounting affiliation with advisory work. The firm lists financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers among its advisory activities. That selection-of-advisers capability, together with the firm's designation as a capital allocator, indicates it can direct client assets to third-party managers as part of portfolio construction. The firm uses a mix of billing approaches—percentage of assets under management, hourly fees, and fixed fees—rather than a single fee model. It does not identify as an active ESG investor, and the firm is not described as a multistate adviser or newly formed. Classification data available labels the entity as unclassified, and the firm’s industry affiliation is noted as accountant, which suggests an advisory offering that is integrated with tax or accounting services.

Assets & Accounts