# C Financial and Tax Associates

> C Financial and Tax Associates is a state-registered investment advisory firm in Riverside, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 170453
- Filed as: C FINANCIAL AND TAX ASSOCIATES
- Legal name: Tax & Insurance Services Incorporated
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Riverside, CA
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170453
- AdvisorCensus page: https://advisorcensus.com/firm/c-financial-and-tax-associates-riverside-ca-170453

## Quick answers

**How is C Financial and Tax Associates compensated?**
On its Form ADV (Item 5.E, October 2026), C Financial and Tax Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is C Financial and Tax Associates located?**
C Financial and Tax Associates' principal office is in Riverside, CA, according to its Form ADV.

**Is C Financial and Tax Associates registered with the SEC or a state?**
C Financial and Tax Associates is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170453.

**How much does C Financial and Tax Associates manage?**
C Financial and Tax Associates reports $10,872,492 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (0% discretionary).

**What types of clients does C Financial and Tax Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49).

**Does C Financial and Tax Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170453

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $10,872,492
- Discretionary: $0
- Non-discretionary: $10,872,492

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $10,872,492 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C Financial and Tax Associates (CRD 170453): Form ADV filing data as of October 2026.