Eagle Tax Planning & Advisory Group.LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eagle Tax Planning & Advisory Group is a state‑registered, solo‑advisor independent firm that serves individuals, small businesses, trusts, estates and charitable organizations. It offers personalized financial planning, ongoing portfolio management, and tax preparation services on a fee‑only basis.
The firm follows a strategic asset allocation, core‑and‑satellite approach that emphasizes passive index ETFs and low‑cost mutual funds, documents client objectives in investment policy statements, and conducts periodic reviews; it delivers planning on a variety of engagement types (hourly, fixed‑fee, retainer, or percentage‑of‑AUM) and manages most assets on a discretionary basis. Clients receive written evaluations such as net‑worth statements and may impose investment restrictions; custody and trade execution are handled through third‑party custodians and brokerage platforms.
Noteworthy for a firm of its size, Eagle integrates tax preparation and tax planning into its advisory offerings and its advisor holds tax credentials and teaches for a national tax association, reflecting a stronger tax‑and‑accounting focus than many peers. The firm also acts as a sub‑adviser for clients referred through Betterment’s platform and maintains contractual planning relationships with other advisory entities, arrangements that the brochure discloses and indicates are managed through due diligence and written disclosures.
Client services
Expertise
Fee options
Financial plan fees range from $650 to $5,000, negotiable; retainer agreement fees typically half of initial planning fee
$0 - $600,000: 1.00% $600,001 - $1,200,000: 0.80% $1,200,001+: 0.60%
$175.00 per hour for follow-on implementation and hourly planning engagements; $150 per hour for tax preparation when performed separately
Annual retainer fees discussed but vary; typical retainer fees are half the initial planning fee
Account minimum: $1,000 Minimum fee: $400 minimum annual fee for Advisory Service Agreement clients; $50 minimum annual fee for ongoing asset management clients Fee-only: Fee-only financial planning and investment management; no commissions accepted
Main office
106 04, 101 Ave
Ozone Park NY 11416
Advisors at this office
1
Most active in
New York
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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