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Von Adelung Wealth Management

Von Adelung Wealth Management

Reviews Summary

The reviews consistently praise Gray Von Adelung for his exceptional financial advisory services, highlighting his deep knowledge, responsiveness, and ethical approach. Clients appreciate his ability to explain strategies clearly, build trust, and deliver strong results despite market volatility. Many emphasize his caring nature, attentiveness, and ability to tailor advice to individual needs. The consensus is overwhelmingly positive, with frequent recommendations for his services across various financial needs, from investments to retirement planning. His long-term clients particularly value his trustworthiness and consistent performance.

About This Listing

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Contact Information

Address

2550 Honolulu Ave UNIT 209

Montrose, California 91020

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4:30PM
Tuesday 9AM-4:30PM
Wednesday 9AM-4:30PM
Thursday 9AM-4:30PM
Friday 9AM-4:30PM
Saturday Closed

Customer Reviews

We have been with Von Adelung Wealth for over 10 years. The company has helped us grow our investments We now have accounts for our kids too. Gray takes time to review our accounts and advise us on actions we should take. He is trustworthy which is very important. We highly recommend his company to others.

I have known Gray von Adelung for about 6 years and have found him to be one of the most caring and ethical people I have every known in the financial services industry. He also has the experience and knowledge to give sound financial advice, not just react to the current up and down of the markets. I'd strongly recommend Gray to anyone who needs financial services of any kind. He's a pro!

Gray Von Adelung has been managing my investments for over two years now. One thing I really like is that Gray spends the time with me to make sure I fully understand the short and long term strategies and is open to my input as well. Over the last two years, despite the market volatility, my fund has done well, achieving the initial goals I set out when I first invested with Gray, i.e., Im making decent returns and thats whats its all about!

Gray has been helping us with our finances and he has helped me to come to several realizations about ways to make change and the importance of that change. He is so kind and helpful and incredibly knowledgable. I can't recommend him enough!!!

Grey has been doing an amazing job helping us create the financial scene we want. Highly recommended for people of any economic bracket. He has the data!

This group of real individuals, ethical and genuinely caring have come to my rescue on more than one occasion. I never felt too embarrassed or stupid with the situations I needed to present and get resolved. Gray in particular would just quickly handle. Also he responds rapidly. It is rare!

Grey and his group are so awesome. If you are looking for a group to help you financially and are super in communication, this is your company! Very attentive and friendly!

In the financial world, especially, clients need to be able to trust their financial advisor. Gray Von Adelung is the best. Marty Prince

I have worked with Gray for several years and found him to be very knowledgeable and quick to respond to my questions. My clients are very pleased with his services.

This company provides excellent services and support for my company and my employees. They regularly meet with the employees and answer their questions and concerns with their investments, stock market, funds, etc. I hear nothing but good things from my employees. Great job guys!

This company is amazing, ethical, and honest. They have helped many achieve financial freedom, and I recommend them to anyone looking into retirement, college savings, and investing.

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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