Andrew Hales is a registered investment advisor at Hales Tax Solutions PLLC, based in Gilbert, AZ, with 1 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hales Tax Solutions does not directly manage your investments. Instead, they connect you with third-party money managers. These managers charge fees for managing your investments. Hales Tax Solutions receives a portion of the fee you pay to the third-party manager, ranging from 0.20% to 0.40% of your assets. Your total advisory fee will never exceed 1.5%.
Location
1560 W. Warner Rd, #200, Gilbert, AZ, 85233
Get directionsHistory
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
Andrew is the owner and a CPA at Hales Tax Solutions PLLC, offering accounting and tax services since 2021. He dedicates nearly full-time hours to this activity until the firm's registration as an investment adviser is accepted.
Employment History
Current Registrations
Hales Tax Solutions PLLC
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.