A complete list of active advisors currently associated with Cma Advisors, Inc.

Warmer can help you find a great advisor at Cma Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Cma Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.