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MASTERS TAX AND FINANCIAL PLANNING LLC
CRD 310261
246 E BROAD STREET, STATESVILLE, NC, 28677, United States
Phone
503-558-3102
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.0M
Discretionary AUM
$32.0M
Team
2 total employees; 2 advisory reps; 54 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.0M |
| High net worth individuals | 44 | $28.0M |
All web addresses on file
Official SEC filing: View on IAPD