Virtual Tax Planners
Firm details
- Headquarters
- ,
- CRD number
- 323082
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Virtual Tax Planners is an independent RIA organized as an LLC that serves individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, along with pension consulting and educational seminars or workshops. Its billing mix includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements, allowing flexibility for both ongoing asset management relationships and standalone planning engagements. The firm does not position itself as a capital allocator and is not marked as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- US Government Bonds20%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Louis Tzamalas
Director, Wealth StrategistCRD 6569633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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