Les Nesmith is a registered investment advisor at CPA Advisory Services, P.C., based in Scottsdale, AZ, with 23 years of industry experience. Les operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 134 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPA Advisory Services offers Comprehensive Portfolio Management, where the annual fee will not exceed 2.50%, with most clients billed between 1.00% and 2.00%. Fees are billed quarterly. Accounts may be held at Charles Schwab, Interactive Brokers, or Folio Investments. Folio model strategies incur an additional 0.30% per year fee.
Location
7373 E. Doubletree Ranch Rd., #255, Scottsdale, AZ, 85258
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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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Les is a CPA and provides accounting services to clients, a role he has held since 1983. This activity takes about 10% of his time.
Employment History
Current Registrations
CPA Advisory Services, P.C.
Previous Registrations
CPA Advisory Services, INC.
CPA Advisory Services, INC.
CPA Advisory Services, INC.
CPA Advisory Services, INC.
State Registrations3 states
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.