Cma Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CMA Advisors, Inc. is a state-registered investment adviser that provides comprehensive financial planning and discretionary investment management. The firm offers standalone planning engagements billed at a flat rate or hourly, and it also charges percentage-of-assets fees when engaged to manage client portfolios.
Investment recommendations are based on fundamental analysis and Modern Portfolio Theory, supported by Morningstar analytics and a formal risk-profiling process to tailor asset allocations and model potential outcomes. The firm may use short-term trading opportunistically, reports cost-basis using FIFO, and notes that tax efficiency is not a primary management objective unless agreed in writing.
The firm’s structure is distinctive for an investment manager because the principal operates a separate CPA practice, an uncommon affiliation that can facilitate coordination between accounting/tax work and financial planning (those services are billed separately). It also emphasizes fee-for-service planning—offering hourly and negotiated flat fees—rather than relying solely on asset-based fees, and it filed its initial ADV reporting no assets under management while maintaining a $1,000,000 minimum for managed accounts.
Client services
Expertise
Fee options
Starting at $5,000 for comprehensive financial plan (negotiable)
$0 - $5,000,000: 1.5% $5,000,001 - $10,000,000: 1.25% $10,000,001+: 1.0%
$400 per hour for professional, $250 per hour for para planner, $150 per hour for administrative
Account minimum: $1,000,000
Main office
5910 Post Blvd #110571
Bradenton FL 34211
Advisors at this office
1
Most active in
Florida
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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