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Patrick Howlett
36 Years of Experience
Sedona, AZ
1 Disclosure
Patrick Howlett is a registered investment advisor at Howlett Tax Services, INC, based in Sedona, AZ, with 36 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing, Retirement Planning, Tax Planning. Their firm serves 8 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$10.0M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K+ | 0.50% |
Fixed fees may be charged in some cases based on specific circumstances and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Sedona, AZ
Get directionsHistory
Regulatory History (1)
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Regulatory
March 2026Final
Employment History
Current Registrations
Howlett Tax Services, INC
July 2026 - Present · 3 mos
Previous Registrations
Howlett Financial & Tax Services, INC
August 1988 - May 2024 · 35 yrs 9 mos
State Registrations1 state
AZ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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