MASTERS TAX AND FINANCIAL PLANNING LLC

MASTERS TAX AND FINANCIAL PLANNING LLC of STATESVILLE, NC is an SEC-registered investment adviser (CRD 310261). Regulatory assets under management: $32.0M.

Registration

• CRD: 310261
• Type: Registered investment adviser
• Location: 246 E BROAD STREET, STATESVILLE, NC, 28677
• Phone: 503-558-3102
• Latest filing: 2026-03-03
• Regulatory AUM: $32.0M
• Discretionary AUM: $32.0M
• Clients: 2
• Accounts: 111

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310261 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search