Rivero CPA LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 7 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Rivero CPA, LLC provides financial planning and consulting and assists clients with the selection of third‑party investment advisers. The firm states it serves individuals, trusts, estates, charitable organizations, corporations and other business entities and does not provide portfolio management or custody services itself.
Advice is delivered through a written financial plan following an initial consultation and information gathering, and recommendations are generally framed at the asset‑class level rather than as specific securities selections. The firm charges clients on an hourly basis for planning and may serve as a solicitor for third‑party advisers, reviewing those relationships while receiving referral compensation that could present a conflict of interest.
Notable distinctions include that the firm is also a certified public accounting practice and the owner spends the majority of professional time on accounting services rather than portfolio management, a structure that is uncommon among firms in this category. The brochure discloses a prior regulatory order (2005) addressing disclosure and filing deficiencies, another feature that is relatively uncommon for firms of this type.
Client services
Financial planning
Selection of other advisers
Expertise
General retirement planning
Business succession planning
Fee options
$95 per hour for financial planning services, negotiable based on complexity and scope
Fee-only: $95 per hour for financial planning services, may be negotiable depending on complexity and scope
Main office location
Rivero CPA LLC
414 Central Avenue
Westfield NJ 07090, United States
Number of offices
1
Most active in
Rivero CPA LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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