A complete list of active advisors currently associated with Nagel & Padilla, LLC

Warmer can help you find a great advisor at Nagel & Padilla, LLC or one who fits your needs even better.

Nagel & Padilla, LLC provides accounting, tax preparation, payroll, bookkeeping, and business consulting alongside confidential financial planning and investment advisory services for individuals, trusts, estates, charitable organizations, and small businesses. The firm offers written evaluations and periodic communications to clients and does not act as custodian of client assets. The firm’s advisory work focuses on creating written financial plans that analyze cash flow, tax liabilities, risk tolerance, and recommended asset allocation, with implementation left to clients and their brokers. Engagements are documented in signed engagement letters and billed on a per-engagement or hourly basis; the firm states it operates as fee-only and does not accept commissions or performance-based fees. Nagel & Padilla is structured as an accounting and tax practice led by principals holding CPA and CFP® credentials, which makes its combination of tax preparation, bookkeeping, and registered advisory services notable compared with many investment-manager peers. It also follows several atypical practices for managers — relying on hourly (rather than percentage-of-AUM) billing, declining discretionary trading and custody, and providing written plan deliverables and annual communications.

To learn more about the advisors currently working at Nagel & Padilla, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.