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Louis Robert Tzamalas

Advisor at Virtual Tax Planners — Wyoming, PA

Updated today

Credentials

CFP®, Series 65

Experience

3 years

Location

Wyoming, PA

Virtual Tax Planners

Independent

Total advisors

1

Clients per advisor

8 Low

Avg AUM per client

$50,863 Very Low

HNW client ratio

0% Low

About

Louis Tzamalas is a CFP® and Series 65 credentialed advisor with three years of industry experience. He is the principal of Virtual Tax Planners and also serves as a CFP® instructor and adjunct professor at Boston University, where he develops curriculum and leads lectures. His background includes roles at Mariner, RSM US LLP, The Colony Group, and Mercer Global Advisors. Virtual Tax Planners serves individuals, high-net-worth clients, private foundations, endowments, nonprofits, corporations, and other advisers, managing approximately $407,000 across eight clients. The firm offers investment management, financial planning, retirement plan consulting, and tax preparation through a formal affiliation with an accounting and tax practice owned by the principal. Its investment approach emphasizes asset allocation and passive investing with mutual funds and ETFs, tailored to client goals, risk tolerance, and tax considerations.

Client services

Based on Virtual Tax Planners

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Based on Virtual Tax Planners

Business sale tax planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax strategies for small businesses

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Fee options

Fixed

Project-Based Financial Planning fixed fees range from $5,000 to $20,000 (negotiable)

Percentage

$0 - $100,000: 2.00% $100,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Above $1,000,000+: Less than 1.50% (negotiable)

Project-based

Up to $500 per hour, based on complexity and needs of clients; fees negotiable

Subscriptions

Ongoing Financial Planning fees paid monthly in arrears at $200 - $1,500 per month (negotiable)

Other

Fee-only: Ongoing Financial Planning: $200 - $1,500 per month (negotiable); Project-Based Financial Planning Fixed fee: $5,000 - $20,000 (negotiable); Hourly fee: up to $500/hour (negotiable)

Location

Wyoming, PA

Wyoming PA

Advisors at this office

1

Most active in

Pennsylvania

Work history

3 years of industry experience

Mariner

2025 - Present • 1 year

Overland Park, KS

Boston University

2023 - Present • 3 years

Boston, MA

Rsm Us Llp

2023 - 2025 • 2 years

Davenport, IA

Virtual Tax Planners LLC

2022 - Present • 4 years

Wyoming, PA

The Colony Group

2021 - 2022 • 1 year

Boca Raton, FL

Virtual Planners LLC

2020 - Present • 6 years

Wyoming, PA

Mercer Global Advisors Inc.

2019 - 2021 • 2 years

Princeton, NJ

AdvicePeriod

2019 - 2019 • 1 year

Los Angeles, CA

Louis Tzamalas

2018 - 2018 • 1 year

Boston, MA

Beyond Your Hammock

2018 - 2018 • 1 year

Boston, MA

Ameriprise Financial Services

2016 - 2016 • 1 year

Wellesley, MA

Boston University

2016 - 2018 • 2 years

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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George A

CFP®

Harveys Lake, PA

George J. Appel

George Appel is a CFP® professional operating under the firm George J. Appel, with 33 years of industry experience. He provides fee-only financial planning and investment advice primarily to individuals, families, small businesses, trusts, and estates. George J. Appel serves clients who are mostly non-high-net-worth individuals, offering a range of services from hourly retainers to ongoing planning engagements. The firm emphasizes a non-discretionary investment approach, uses third-party research tools, and employs a fee structure based on flat fees and fixed-dollar billing rather than asset-based percentages.

Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
user avatar

Cade B

CFP®, Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Cade Bekanich is a CFP® with four years of industry experience, currently affiliated with Park Lane Financial Group LLC. His prior roles include positions at LPL Financial and George J. Appel. Bekanich is also a licensed notary in Dunmore, PA. Park Lane Financial Group LLC, founded in 2024, provides discretionary asset management and financial planning to individuals and small business entities. The firm employs methods such as fundamental analysis and Monte Carlo modeling, and it may engage sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
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Christopher G

Series 63, Series 65

West Pittston, PA

Park Lane Financial Group LLC

Christopher Grudzinski is a financial advisor with Park Lane Financial Group LLC, holding Series 63 and Series 65 designations and possessing 20 years of industry experience. He previously worked at StoneX Advisors Inc and Stonex Securities Inc and has operated Grudzinski Financial Services, LLC since 2008, where he also serves as president. He offers life, annuity, and long-term care insurance products to clients when appropriate. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $11.5 million in assets across 53 client relationships. The firm employs fundamental analysis, Monte Carlo modeling, and cyclical analysis, and may use sub-advisors to implement investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Tanner V

Series 65

West Pittston, PA

Park Lane Financial Group LLC

Tanner Vandermark is a financial advisor at Park Lane Financial Group LLC with a Series 65 credential and two years of industry experience. His career includes roles at Talen Energy and McAdam LLC, and outside of advising, he works as a delivery driver for Door Dash. Park Lane Financial Group LLC provides discretionary asset management and financial planning services to individuals and small businesses. The firm uses fundamental analysis, Monte Carlo modeling, and cyclical analysis in managing portfolios and may employ sub-advisors to execute investment strategies.

Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Executive
user avatar

Matthew F

Series 65

Dallas, PA

MF Advisers, Inc.

Matthew Fenedick is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding a Series 65 designation with 15 years of industry experience. He has been with MF Advisers since 2010 and has operated Mindful Management since 2004. Outside of his advisory role, he serves as CFO for Project Lift, a nonprofit providing therapy through vocational training. MF Advisers, Inc. offers portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental and cyclical analysis in its investment approach, with regular account reviews and discretionary management tailored to client needs.

College savings (529s, UTMA, etc.)
user avatar

Martin F

Series 63, Series 65

Dallas, PA

MF Advisers, Inc.

Martin Federici Jr. is a financial advisor at MF Advisers, Inc. in Dallas, PA, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with MF Advisers since 2011. Federici also engages in outside business activities related to data analytics and nonprofit financial roles. MF Advisers provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combined fundamental and cyclical investment approach, utilizing various asset classes and strategies under discretionary authority while accommodating client restrictions when feasible.

College savings (529s, UTMA, etc.)
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