# Glastonbury CPA's Financial Advisors

Glastonbury CPA's Financial Advisors is an Asset Manager based in Glastonbury, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Glastonbury, United States
- **Region:** North America
- **Address:** Glastonbury, CT, United States
- **Assets under management:** Undisclosed
- **Website:** glastonburycpasfa.com

## Regulatory record

- **CRD number:** 127288
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127288

## About

Glastonbury CPA's Financial Advisors, LLC is a state-registered investment adviser in Glastonbury, CT. The firm manages approximately $32 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Tax Planning

## Questions

### Who runs investment decisions at Glastonbury CPA's Financial Advisors?

The firm is led by its founding CPA practitioner, who holds the individual securities licenses and makes all portfolio and planning recommendations. As a small, owner-operated practice, there is no investment committee or delegation to an external CIO. Client decisions are made directly between the named principal and each household.

### How does the firm's CPA background affect its investment approach?

The CPA designation drives a tax-first investment philosophy. Recommendations on asset location, distribution sequencing, and entity structuring are made with year-end tax filing consequences in mind — a discipline that non-CPA advisors often achieve only through external CPA referral. This integration supports high-net-worth clients with pass-through business income, capital gains management, and estate-related tax planning.

### Does the firm participate in fund commitments, private equity, or direct deals?

No. The firm's public profile and business model indicate a public-markets advisory practice focused on liquid securities — such as ETFs, mutual funds, and individual stocks and bonds — within taxable and retirement accounts. It does not appear to source or allocate to private funds, co-investments, or direct operating-company deals.

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Last updated: 2026-06-03T20:00:00.000Z

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