A
Advanced Tax and Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,420,000
Clients
38
3% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$195,263
About
Advanced Tax and Financial Services, Inc. is a registered investment adviser that serves individual clients, offering portfolio management alongside tax and financial planning services as reflected in its Form ADV. The firm reports managing about $7.42 million in client assets for a compact client base of 38 households.
The adviser provides individualized portfolio management and periodic account reviews, and discloses its methods of analysis and investment risks in Item 8 of the brochure. Like many independent advisers, it generally uses percentage-of-AUM fees for portfolio management arrangements.
What is notable about the firm is the combination of tax-related services with investment advisory work and a small, concentrated client roster, a mix that can allow more integrated tax and investment coordination. Its modest asset base and limited number of clients distinguish it from larger independent RIAs and may influence the firm’s operational capacity and service model.
Client services
Portfolio management
Fee options
Main office location
Advanced Tax and Financial Services, Inc.
Kuna ID, United States
Number of offices
1
Most active in
Advanced Tax and Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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