Stamos and Stamos, Certified Public Accountants, Inc. operates primarily as a Certified Public Accountant firm that refers clients to selected third-party, unaffiliated investment advisory firms for asset management and financial planning services. Instead of managing money directly, Stamos and Stamos acts as a solicitor, introducing clients to outside professionals who handle portfolio management, trading, and ongoing account monitoring. In exchange for these referrals, Stamos and Stamos receives a portion of the fee collected by the third-party investment advisor. The firm does not offer direct investment management, wrap-fee programs, or personal financial planning services itself. Clients are never required to use the recommended third-party firms and are encouraged to conduct their own independent research. Additionally, Stamos and Stamos provides traditional accounting services, including tax return preparation and financial statement compilation, through its primary business operations in Orange County, California.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.