Fallenbaum CPA & Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations and business entities, and also offers educational seminars. Services are delivered on a tailored basis and the firm typically manages client portfolios on a discretionary basis in accordance with each client's stated objectives.
Investment management is driven by a tactical allocation strategy intended to reduce risk and seek improved performance, and the firm uses fundamental, technical and cyclical analysis in portfolio decisions. The adviser employs a broad range of instruments — including exchange-listed and over-the-counter securities, corporate and municipal debt, mutual funds and ETFs, options and short sales, variable insurance and interests in real estate or energy partnerships — and may recommend reallocations, cash positions or specific securities to adjust sector weightings or tax outcomes.
A distinctive feature is that the firm is run by a licensed CPA and combines investment advisory services with accounting and tax work, with separate fees disclosed when clients use both services; this accounting-advisor combination is uncommon among independent advisory firms. The practice is a small, solo-advisor operation that emphasizes discretionary portfolio management, does not custody client assets except for authorized fee deductions, and does not vote client proxies.
Client services
Expertise
Fee options
Fixed fees for financial planning services from $300 to $2,500, negotiable
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.50% Over $1,000,000+: 0.25%
$150 to $250 per hour, negotiable
Fee-only: Financial planning fixed fees from $300 to $2,500 depending on scope and complexity
Main office
300 S. Pine Island Rd., Suite #260
Plantation FL 33324
Advisors at this office
1
Most active in
Florida
Also doing business as
Fallenbaum & Associates, LLC · Fallenbaum Cpa & Advisors, LLC · Fallenbaum Cpa & Wealth Management, LLC
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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