A complete list of active advisors currently associated with Suntax Advisors LLC

Warmer can help you find a great advisor at Suntax Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Suntax Advisors 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.