CPA Teaches LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CPA TEACHES LLC provides advice-only financial planning and investment recommendations to individuals and high-net-worth individuals, addressing retirement planning, tax-aware planning, portfolio reviews, and education-savings strategies. The firm does not execute trades, take custody of assets, or provide continuous investment management; clients are responsible for implementing recommended actions.
The firm’s planning approach emphasizes tax integration, fundamental analysis, asset-allocation and diversification considerations, and review of employer-sponsored retirement plan and Section 529 options, with follow-up reviews provided only by written agreement. Financial-planning engagements are delivered on a fixed-fee, milestone-based basis rather than through ongoing discretionary management or performance-based compensation.
Structurally, CPA TEACHES operates as an accounting and tax-services practice that also offers standalone financial planning and is affiliated with a related accounting firm under common control; tax and accounting work is billed separately and advisory clients are not required to purchase those services. The combination of an accountant-led, affiliated practice offering fixed-fee, advice-only planning while not managing or holding client assets is uncommon among firms without active SEC-registered advisors.
Client services
Expertise
Fee options
Flat fee between $1,500 and $5,000 for financial planning and advisory engagements
Minimum fee: Flat fee ranging from $1,500 to $5,000 depending on scope and complexity Fee-only: Flat fee for financial planning engagements generally ranging from $1,500 to $5,000
Main office
920 Providence Rd., Ste 202
Towson MD 21286
Advisors at this office
2
Most active in
Maryland
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
Advisors at this firm
George D
Series 65
Towson, MD
CPA Teaches LLC
George Deal is the sole advisor at CPA Teaches LLC in Towson, MD, holding a Series 65 designation with one year of experience at the firm. He has worked with the Defense Contract Audit Agency since 2009. CPA Teaches LLC provides advice-only financial planning and investment recommendations primarily to individuals and high-net-worth clients, focusing on retirement planning, tax-aware strategies, portfolio reviews, and education savings. The firm emphasizes tax integration, fundamental analysis, and asset allocation, delivering fixed-fee, milestone-based financial planning without managing or holding client assets.
Alexander F
Series 65
Towson, MD
CPA Teaches LLC
Alexander Franks is a Series 65-licensed advisor with five years at CPA Teaches LLC and prior experience totaling 11 years at M.L. Lichtenberg & Associates LLC and Cohnreznick LLP. He is based in Towson, MD. CPA TEACHES LLC provides advice-only financial planning and investment recommendations to individuals and high-net-worth clients, focusing on tax-aware planning, portfolio reviews, and education savings. The firm operates as an accounting and tax-services practice affiliated with a related accounting firm, delivering fixed-fee, milestone-based financial planning without ongoing asset management or custody.
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