Cpa Investment Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individual clients on discretionary portfolio management and comprehensive financial planning, focusing on personal accounts and retirement rollovers. Services include asset-allocation-based portfolio construction using mutual funds, ETFs and occasional individual securities, plus implementation support for tax, insurance and estate planning recommendations.
Its investment process emphasizes documented investment policy statements and tailored asset-allocation strategies, drawing on both fundamental and technical analysis, modern portfolio theory, tactical adjustments and dollar-cost averaging to align portfolios with clients’ time horizons and risk tolerances. Portfolios are managed on a discretionary basis and subject to ongoing monitoring and periodic reviews, with financial plans developed and updated following a structured planning process.
The firm is affiliated with an accounting practice and its principal holds CPA and PFS credentials, enabling closer integration of tax and accounting input into financial plans — a relationship that is uncommon among independent advisers. The principal is also a licensed insurance agent and the brochure discloses potential conflicts of interest from in‑house referrals and insurance commissions, with additional disclosures and consent processes provided to clients.
Client services
Expertise
Fee options
Maximum fixed fee not to exceed $5,000 for initial financial planning engagement
1.00% annually
Hourly rate not to exceed $200
Account minimum: $200,000
Main office
7250 Kyle Court
Sarasota FL 34240
Advisors at this office
1
Most active in
Florida
Also doing business as
Cpa Investment Solutions, Inc. · Cpa Investment Solutions, P.A.
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
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")