George Papadopoulos, Cpa/Pfs,Cfp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides wealth management and consultation services to individual and high‑net‑worth clients, managing about $69.8 million across 17 limited‑discretionary accounts. Offerings include comprehensive portfolio management, financial planning consultations, and—as a value‑added service for wealth‑management clients—preparation of the annual federal and state personal income tax returns.
As a fee‑only registered adviser the firm emphasizes long‑term, strategic asset allocation grounded in Modern Portfolio Theory and fundamental analysis, typically implementing portfolios with mutual funds and exchange‑traded funds and maintaining limited discretionary authority. The adviser requests active client participation, schedules at least biannual reviews, and executes trades through institutional custodial relationships with aggregated order capabilities.
The practice is unusual among small independent firms in its combination of accounting and advisory roles: the adviser holds CPA/PFS/CFP credentials, maintains an accounting practice, and makes tax‑preparation services available to clients. While the firm currently focuses on individuals, its brochure also notes the ability to serve pension and profit‑sharing plans and describes ERISA‑related fiduciary and bonding considerations, a capability not commonly cited by solo advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Negotiated annual fixed fee option for Wealth Management Services, billed quarterly.
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Hourly rate of $400 for Consultation Services; $250/hour for additional services outside scope of Wealth Management
Account minimum: $10,000 annually Minimum fee: Minimum annual fee of $10,000 ($2,500 quarterly) for Wealth Management Services Fee-only: Fee-only Registered Investment Adviser; no commissions accepted.
Main office
Ann Arbor MI, United States
Most active in
Michigan
Also doing business as
George Papadopoulos, Cpa/Pfs,Cfp · Papadopoulos, George
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
Quick links
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”)