CPA Advisory Services, P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as trusts, estates, retirement plans and business entities, managing about $86.6 million on a discretionary basis for roughly 141 client relationships. It offers comprehensive portfolio management and standalone financial planning or consulting engagements, typically with an account minimum for managed services.
The firm delivers individualized portfolio management with ongoing monitoring and rebalancing, using a mix of ETFs, mutual funds and individual securities and employing methods that include fundamental, technical and quantitative analysis. Its investment programs can employ options and other derivatives and may use margin (borrowing) in separately managed accounts, and the firm generally charges advisory fees on a percentage-of-assets basis that are deducted from client accounts.
Distinctive aspects include an affiliation with accounting practices: firm representatives also provide income tax preparation and accounting services through separate CPA firms, disclosed as an outside business activity and offered but not required for advisory clients. The firm’s use of borrowing and derivatives in separately managed accounts is noted as uncommon among peers, and the brochure discloses the potential conflicts and operational specifics associated with margin and derivative activity.
Client services
Expertise
Fee options
Up to 2.50%, typically between 1.00% and 2.00% annually (negotiable)
Up to $250 per hour, negotiable, for financial planning and consulting services not included in Comprehensive services.
Account minimum: $100,000
Main office
7373 E. Doubletree Ranch Rd., #255
Scottsdale AZ 85258
Advisors at this office
2
Most active in
Arizona · California · Illinois · Texas
Also doing business as
Cpa Advisory Services, Inc. · Cpa Advisory Services, P.C.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Kenneth C
PFS™, Series 63, Series 65
Scottsdale, AZ
CPA Advisory Services, P.C.
Kenneth Council is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. In addition to his advisory role, he owns a CPA firm through which he spends a portion of his time preparing tax returns. CPA Advisory Services, P.C. provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, and business entities. The firm combines discretionary asset management with written financial plans and employs a range of investment approaches, including the use of margin borrowing and derivatives, while maintaining a close affiliation with accounting practices.
Les N
Series 65
Scottsdale, AZ
CPA Advisory Services, P.C.
Les Nesmith is a financial advisor at CPA Advisory Services, P.C. in Scottsdale, AZ, holding a Series 65 designation and bringing 23 years of industry experience. He has been associated with CPA Advisory Services since 2002 and has provided accounting and CPA services through his own practice since 1983, allocating approximately 10% of his time to these activities. CPA Advisory Services, P.C. serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and consulting. The firm integrates discretionary asset management with written plans and employs a multi-faceted investment process including the use of margin borrowing and derivatives, supported by CPA principals who also provide tax and accounting services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)