Is there such a thing as a flat fee (or hourly) financial advisor that’s also a CPA?
Is there such a thing as a flat fee (or hourly) financial advisor that's also a CPA? Is that just a unicorn that doesn't exist? Feels like such an obvious combination since so much of alpha a good advisor can provide is tax alpha. I'd gladly pay an appropriately high fee for a high end version of such a service. just as I would be willing to pay a lot for highly specialized legal advice.
submitted by /u/baltik