Vincent Cowles is a CFP-designated registered investment advisor at Adviceandtaxes.com LLC, based in Chandler, AZ, with 14 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.9M
Fee Structure
- Financial planning services are provided for a flat fee, ranging from $800 to $8,000 depending on the complexity of your financial situation. Fees are negotiable.
- In some instances, Adviceandtaxes.com may be engaged at an hourly rate of $250 per hour, which is the rate upon which the flat fees are based.
One-Time Plan:$800 - $8,000
Hourly Rate:Up to $250/hr
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Location
3100 W Ray Rd, Suite 201, Chandler, AZ, 85226
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Adviceandtaxes.com LLC
April 2011 - Present · 15 yrs 1 mo
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.