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Masters Tax and Financial Planning LLC
MASTERS TAX AND FINANCIAL PLANNING LLC is an SEC-registered investment adviser in STATESVILLE, NC. The firm manages approximately $32 million in regulatory...
Masters Tax and Financial Planning LLC
MASTERS TAX AND FINANCIAL PLANNING LLC is an SEC-registered investment adviser in STATESVILLE, NC. The firm manages approximately $32 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What services does Masters Tax and Financial Planning LLC offer?
The firm provides tax preparation, financial planning, and investment management services to individuals and small businesses. These are typical offerings for an RIA focused on integrated personal finance. Specific service details are not publicly available beyond the firm's name and general description.
Who runs investment decisions at Masters Tax and Financial Planning LLC?
Public records do not name specific principals or investment decision-makers at the firm. The team size and leadership structure are unknown. Without public disclosure, no individuals can be attributed.
How does Masters Tax and Financial Planning LLC source its clients?
The firm likely sources clients through local reputation, referrals from tax clients, and professional networks typical of a small advisory practice. No formal marketing or deal sourcing mechanism is publicly documented.
Is Masters Tax and Financial Planning LLC a single-family office or a registered investment advisor?
The firm operates as a registered investment advisor (RIA) serving multiple unrelated clients, not as a family office. Its tax and financial planning focus targets retail and small business clients rather than high-net-worth families with concentrated wealth.
What investment stages does Masters Tax and Financial Planning LLC typically target?
No information is available about specific investment stages or asset classes the firm targets. As a tax-and-planning focused RIA, it likely uses standard mutual funds, ETFs, and individual securities for client portfolios, not venture capital or private equity.
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