Tax Pro Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tax Pro Advisor LLC provides asset management, comprehensive financial planning, investment guidance, and tax preparation services to individuals, high‑net‑worth clients, businesses, trusts, estates and charitable organizations. Its brochure discloses an affiliated tax/accounting practice and states the firm receives compensation for tax services provided to tax clients.
The firm describes an active, tailored asset‑management process that employs fundamental, financial and technical analysis together with modern portfolio theory, ongoing monitoring, and the ability for clients to impose investment restrictions. Tax Pro also uses outside money managers and other advisers — the brochure notes the firm may be involved in selecting or recommending those managers and may receive compensation from them — and it bills financial planning and consulting on an hourly basis.
Compared with many peers in the investment manager category, Tax Pro is a newly formed, small adviser with modest assets under management that combines investment advisory services with an operating tax practice. That combination — an affiliated accounting/tax service, hourly planning fees for individual clients, and referral/compensation relationships with outside managers — is presented in the brochure as a notable departure from more typical manager-only business models.
Client services
Expertise
Fee options
Flat retainer fee option for consulting services, paid quarterly in arrears; financial planning may require 50% deposit
$0 - $1,000,000: 1% $1,000,001 - $9,999,999: 0.75% $10,000,000 - $49,999,999: 0.65% $50,000,000+: 0.50%
Financial planning and consulting services billed at $250 per hour
Fee-only: Financial planning and consulting billed at $250 per hour; flat retainer fee option available for consulting
Main office
Leander TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Tax Pro Advisor · Tax Pro Advisor LLC
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
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”)