CPA Investment Solutions, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Financial planning services are offered on an hourly rate not to exceed $200 with a maximum fixed fee not to exceed $5,000 for the initial engagement.”

Flat or project fee

$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How CPA Investment Solutions, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Billing You will be billed quarterly in arrears based on the above fee arrangement.”
• “Require one-half the fee be paid at the time the Agreement is signed, with the remaining balance due upon completion of the financial plan7.”

How CPA Investment Solutions, Inc.’s fees compare

• Its hourly rate of $200 is below the Florida median of $288. 14% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 14 other planners in Sarasota that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 12 other planners in Sarasota that publish a flat or project fee charge less.

About CPA Investment Solutions, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

40

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$49,247,289

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144888

Website

cpafinancialsolutions.com (opens in new tab)

Phone

(941) 923-1831

Other planners in Sarasota that publish fees

• Advanced Wealth ManagementSarasota$500/hr, $5,000/yr
• Benzina Wealth, LLCSarasota$6,000⁠-⁠$12,000/yr
• Campbell Wealth Advisors, LLCSarasota$5,000⁠-⁠$50,000, $5,000⁠-⁠$50,000/yr
• Clarity Financial DesignSarasota$2,500⁠-⁠$10,000, $450⁠-⁠$1,500/qtr
• Echelon Virtual Family Office, LLCSarasota$50,000
• Forge CapitalSarasota$300⁠-⁠$10,000

Compare all 42 planners in Sarasota