TaxDude Financial Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Taxdude Financial Advisor provides investment management, financial planning and educational workshops to individuals, trusts, estates, corporations and other business entities. The firm’s services include non-discretionary direct asset management, tailored financial planning and public seminars intended to educate attendees rather than provide individualized tax or investment advice.
Investment decisions are driven by client-specific goals, time horizons and risk tolerances, with security selection informed by fundamental analysis and a mix of long- and short-term strategies. The firm operates on a non-discretionary basis, presenting recommended trades for client approval and conducting periodic account reviews at least quarterly.
The firm is distinctive for its close affiliation with an operating accounting practice, with the owner spending roughly half of their professional time on accounting and tax services—an arrangement the brochure notes and discloses as a potential conflict of interest with mitigation steps and client choice. It also emphasizes public seminars and a predominantly non-discretionary management model, managing about $1.98 million on a non-discretionary basis, which are less common features among independent advisory firms.
Client services
Expertise
Fee options
$0 - $100,000: 2.00% annually $100,001 - $499,999: 1.25% annually $500,000 - $999,999: 0.90% annually $1,000,000+: 0.70% annually
$300 per hour for financial planning and consulting services
Fee-only: Financial planning hourly fee of $300 per hour, billable in 10-minute increments. Fees for financial plans billed 50% in advance, balance upon delivery. Fee may be waived if plan implemented through the firm.
Main office
Long Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Big Ass Fortune Cookie.Com · Chavira's Accounting · Chavira, Marcos · Taxdude Financial Advisor
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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