Angela Dyches is a PFS-designated registered investment advisor at CPA Investment Solutions, INC., based in Sarasota, FL, with 22 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 47 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee will not exceed 1.00% annually. Fee may be negotiable.
Fee Estimator
Location
7250 Kyle Court, Sarasota, FL, 34240
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Regulatory History
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.
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Angela is the president and majority shareholder of CPA Financial Solutions, a full-service CPA firm, dedicating about half her time to it. She is also a managing member and 50% owner of Bean Properties, LLC, Bean Properties II, LLC, and Bean Properties Holding, LLC, spending minimal time on these property management activities.
Employment History
Current Registrations
CPA Investment Solutions, INC.
Previous Registrations
H. Beck, INC.
Ing Financial Partners, INC
CPA Retirement Solutions, P.A.
State Registrations1 state
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.