Brian Szuberla is a registered investment advisor at Hs Tax Wealth Mgmt, LLC, based in Carlsbad, CA, with 2 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
HS Tax Wealth Mgmt does not directly charge you any investment advisory fees. Instead, the third-party money manager they recommend will charge you a fee, and HS Tax Wealth Mgmt will receive a portion of that fee as a referral. Specifically, HS Tax Wealth Mgmt receives:
- 25% of wealth management fees charged on assets under management
- 25% of insurance commissions
- 12.5% of advanced planning fees, capped at $25,000.00
Location
6142 Innovation Way, Carlsbad, CA, 92009
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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.
Learn about disclosures →Other Business Activities
Brian is a co-owner and CPA at HS Tax CPAs, providing tax services to clients and prospects, taking about half of his time. Brian also serves as CFO for Lead Client, Inc., a marketing services company, dedicating about half of his time to overseeing finances and providing marketing advice.
Employment History
Current Registrations
Hs Tax Wealth Mgmt, LLC
Previous Registrations
Hs Tax Wealth Mgmt, LLC
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.