Does anyone on here use a firm based in BCS? Looking for a small shop vs the big branded guys. If you do, your experience would be greatly appreciated.

TIA

If it's really important to have it be local to BCS I'd probably give Briaud or Perigon a look.

I don't have any personal experience with them but I think they have a good reputation.

But here's my shameless plug. Holistic Planning is worth at least a discussion.

Fee only
Access to unique alternatives and private markets
In house tax team for planning and preparation

Thank you for the feedback.

Brewer, Eyeington, Patout, & Co., LLP

Aggie owned, great service!

The difference in CFA and CFP skill sets is vast.

Agreed… but not even wondering if the OP knows that gap or meant CPA?

Appreciate the feedback. Already have CPA and do understand the difference between CFA/CFP.

Was just looking for recs or feedback from those on here that might have one in BCS area.

TIA

I keep reading "Chik-Fila" and "College Football Playoff" on this thread title...