Advanced Tax & Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Tax & Investments, Inc. provides personalized financial planning and discretionary investment management for individuals, high‑net‑worth clients, and business entities, offering portfolio management, Unified Managed Account (UMA) solutions, and both coordinated and targeted financial plans. The firm also integrates tax preparation, tax compliance and resolution, and payroll services into its broader service offering.
The firm documents client objectives and risk tolerance through a profile questionnaire and an Investment Policy Statement, and constructs portfolios using a mix of technical, quantitative, and fundamental analysis and model asset allocations that are monitored on an ongoing basis. ATI may use third‑party money managers and UMA overlays, and its disclosure materials were recently updated to address political risk and the use of AI tools in client services and risk management.
Compared with many peers, ATI combines advisory services with accounting and tax practice capabilities and maintains accounting expertise in its advisory platform, and its associated persons are licensed to sell life, health, and fixed‑annuity insurance products. Those tax/accounting affiliations and insurance activities—each disclosed in the brochure—differentiate the firm from most supported peers and can create potential conflicts of interest that the firm identifies in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Fixed fee for coordinated financial planning not to exceed $10,000.
$50,000 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: Negotiable
Commissions earned from sale of insurance products by associated persons.
Targeted financial planning billed at up to $350 per hour.
Annual Retainer Agreement billed quarterly equal to half of the initial coordinated financial planning fee.
Account minimum: $250,000 Minimum fee: Financial planning fixed fees up to $10,000 for coordinated planning; hourly fees up to $350/hour for targeted planning; annual retainer equal to half of coordinated planning fee billed quarterly. Fee-only: Advisory fees on assets under management as described in fee tiers; financial planning fees on fixed or hourly basis.
Main office
1982 Us Hwy #1, Suite 102
Rockledge FL 32955, United States
Offices (2)
Most active in
District of Columbia · Florida
Also doing business as
Advanced Tax & Investments, Inc. · Advanced Tax Centre · Asset Architects, Inc. · Ati Professional Services · Frezza Tax And Financial Services
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Anthony F
CFP®, Series 63, Series 65
Rockledge, FL
Advanced Tax & Investments, Inc.
Anthony Frezza is a CFP® professional with 26 years of industry experience, currently serving at Advanced Tax & Investments, Inc. since 2003. He is also the founder and principal of Asset Architects, a wealth advisory firm in Orlando, FL, where he oversees tax, insurance, financial planning, and asset management services. Advanced Tax & Investments, Inc. offers personalized financial planning and discretionary investment management to individuals, high-net-worth clients, and business entities. The firm integrates tax preparation and payroll services with its advisory offerings and uses a combination of technical, quantitative, and fundamental analysis to manage client portfolios.
Anthony F
Series 65
Daytona Beach, FL
Advanced Tax & Investments, Inc.
Anthony Frezza is a financial advisor at Advanced Tax & Investments, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at The Alliance Group and Ernst & Young. Outside of his advisory role, he owns a small business providing technical accounting and business operations advice. Advanced Tax & Investments, Inc. offers personalized financial planning and discretionary investment management for individuals, high-net-worth clients, and business entities. The firm integrates tax preparation, compliance, and payroll services with its advisory platform and uses a combination of technical, quantitative, and fundamental analysis in its portfolio management.
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