CRD: 310261
Masters TAX AND Financial Planning LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2020
- Office Locations
- 1
Office Locations
About Masters TAX AND Financial Planning LLC
Masters Tax & Financial Planning LLC is a fiduciary wealth and tax planning firm serving business owners, entrepreneurs, high-net-worth families, and retirees. The team pairs CPA-led tax strategy with investment management, retirement income planning (Social Security/Medicare), estate and charitable planning, and business exit/succession guidance. Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
MARY TURNER MASTERS AIF
Chief Compliance Officer
- CRD
- #3130178
- Ownership
- 50% but less than 75%
Donald Melvin Masters Jr.
--
- CRD
- #5826583
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $32,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,557,639,341 | 100.0% |
| Total | $4,557,639,341 | 100.0% |