A
$4.4M Total AUM
$4.4M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2011
- Office Locations
- 1
Office Locations
3100 W RAY RD Suite 201 Chandler AZ
About Adviceandtaxes.com LLC
AdviceandTaxes.com LLC is an Arizona-based, advice-only RIA providing commission-free investing guidance, plain-English written financial plans, and tax plus small-business support (bookkeeping, payroll, retirement plans). It emphasizes personalized, actionable advice with no AUM fees, products, or managed accounts; public filings indicate ETFs are the primary investment vehicle and custody is at Schwab.
Team overview
-- AVG AGE
$4.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
VINCENT EDWARD COWLES
Financial Advisor
- CRD
- #1417253
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,371,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,371,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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