Advanced Tax and Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Tax and Financial Services, Inc. provides investment advisory and portfolio management services to a small roster of individual and high-net-worth clients, managing approximately $577.6 million for 29 accounts. The firm operates under a percentage-of-assets fee model and offers discretionary portfolio management for individual accounts, as described in its Form ADV.
The firm's practice focuses on investment management rather than comprehensive financial planning; its ADV indicates it does not provide standalone financial planning services, which is less common among similar firms. Engagements appear structured around asset management relationships, with attention to tax and financial issues consistent with the firm's name and service scope.
What is most distinctive is that Advanced Tax and Financial Services functions as a solo practitioner operation despite having team-level AUM, resulting in an unusually high assets-per-client ratio and a concentrated client roster. Compared with typical team firms that employ multiple advisors and often deliver broader planning, this firm maintains a narrow service mix and a compact organizational structure.
Client services
Fee options
Main office
Kuna ID
Advisors at this office
1
Most active in
Idaho · Washington
Also doing business as
Advanced Tax And Financial Services, Inc. · Advanced Tax And Financial Services,Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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