Looking for a good tax advisor/wealth management firm (USA)
September 09, 2025
by a searcher in USA
I'm looking for a tax advisor/wealth management firm in the USA. I'm currently doing everything using HR Block and using google for advice, but things are getting a bit beyond my expertise and available time. I'm currently involved as an LP in one investment and have an additional K-1 income beyond my W-2. Potentially adding some additional LP income next year which should not trigger a multi-state filing. Local options seem to all be ~1% of AUM +~$1500 to file which is a bit steep for the level of advising I need and a big jump from what I am currently doing. $450 vs $~25,000. I'm interested in how others are handling this either locally or online. Thanks!
from City University of New York, Brooklyn College in New York, NY, USA
from Northwestern University in Chicago, IL, USA