U.S.A. FINANCIAL & TAX SERVICES, LLC

RIASEC RegisteredEst. 2025

Total AUM

$159M

Discretionary

$159M

100% of AUM

Avg account

$241K

Accounts

660

Employees

Advisory reps

Firm details

Headquarters: FARMINGTON, Connecticut
CRD number: 306214
Registered since: January 3, 2025
Website: usafinancialandtaxservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals78.59%
HNWI21.41%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

U.S.A. Financial & Tax Services, LLC is an independent registered investment adviser organized as a limited liability company. The firm registers with the SEC (2025) and is owned by an individual. Its client focus is individuals and families, and it charges fees as a percentage of assets under management. Core services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. The firm acts as a capital allocator, deploying client capital to external managers when appropriate. It does not identify as an active ESG investor and is not described as a multi-state or related adviser.