Tod Arbutina
Beaver, Pennsylvania, 15009
Member Since 2005
My firm is one of the largest locally owned CPA and financial services firms in Western Pennsylvania, with double digit growth the past several years. With Big Four experience, I provide comprehensive financial services based upon 20 years as a CPA and CFP, and have been profiled in Kiplinger?s. My wealth management team of five full-time professionals provides a single source of accounting, auditing, tax and financial planning strategy. We work from an asset under management fee basis.
My Location
Background Information
Years of Financial Experience
- 20
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Hourly fee, Commissions
- Investment Services: Asset-based fee, Fixed fee, Hourly fee, Commissions
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 3068276
- Securities Registrations: Series 65, Series 66, Series 63, Series 7, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Asset Management, Tax Efficient Strategies
Visit Website - http://www.cottrillarbutina.com
