Suntax Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Suntax Advisors provides investment management and fee-based financial planning primarily through consultations, covering financial goals, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning and estate planning. The firm states it serves individuals, trusts, estates, charitable organizations, corporations and other business entities and manages advisory accounts under written agreements.
The firm builds portfolios using Modern Portfolio Theory and focused asset allocation, favoring stock and bond index or index‑like funds and global diversification; it accepts discretionary authority while consulting clients prior to trades and does not take custody of client assets. Compensation is primarily asset‑based, though the firm also offers hourly planning engagements and retainer arrangements.
Distinctive features include an affiliation with an accounting and tax practice and a principal who is a Chartered Accountant and an Enrolled Agent, which allows the firm to provide tax, accounting and non‑investment financial advisory services alongside investment management and is disclosed as a potential conflict of interest. The brochure also discloses that personnel are licensed to sell insurance and that the firm may receive commissions or referral fees for insurance products and for referring clients to other advisers, practices that are less common for firms that primarily act as investment managers.
Client services
Expertise
Fee options
Fixed fees and retainers may be charged based on complexity; example includes a $500 non-refundable retainer
$0 - $100,000: 1% annually $100,001 - $1,000,000: 0.9% annually $1,000,001+: 0.8% annually
Possible commission-based compensation from insurance products when clients purchase recommended insurance; disclosed to clients prior to transactions
$350 per hour for limited scope financial planning engagements
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000, negotiable in advance Fee-only: Hourly financial planning services at $350 per hour, billed monthly in arrears; fixed fees and retainers may also be charged based on the complexity of work (e.g., a $500 non-refundable retainer for plans estimated above $5,000)
Main office
2200 NW Corporate Blvd Ste 205
Boca Raton FL 33431
Advisors at this office
1
Most active in
Florida
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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