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WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA

WellAcre Global Wealth Advisors | Certified Financial Planner Santa Monica, CA

Reviews Summary

Clients consistently praise the firm for its exceptional service, deep expertise, and genuine care for their financial well-being. The team is described as attentive, responsive, and highly professional, with a strong focus on personalized planning and ethical practices. Many highlight the advisor's integrity, thoroughness, and ability to instill confidence in their financial future. The firm excels in communication, proactive strategies, and building trust, making clients feel valued and secure in their hands. Results consistently exceed expectations, with many expressing gratitude for transformative financial guidance.

About This Listing

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.*

Contact Information

Address

520 Broadway #200

Santa Monica, California 90401

Visit Website Call Now Get Directions

Customer Reviews

My partner and I have been clients of Adam for several years, and we couldn't be more pleased with the exceptional service he and his team provide. They are consistently attentive to our needs, and we have complete confidence in Adam's ability to make the best financial decisions on our behalf. Adam and his team do an excellent job of keeping us informed, and after every meeting, we always feel reassured and positive about how our investments are being managed. What truly sets Adam apart is his deep knowle

I have been a client for 4 years now and have been very impressed with Adam and his team?s high level of technical experience, professionalism, attention to detail and prompt communication. It is rare that I come across great customer experience. Wellacre is exceptional! Thank you!

I've been with WellAcre for a couple of years now, and have nothing but great things to say about Adam and his team. They are attentive, responsive, forward-thinking, and an overall pleasure to work with. I highly recommend them!

Adam is a most thorough and informative advisor, who invests himself deeply in the minutiae of our situation, and appears to have genuine enthusiasm for the subject of investment, and related matters. Always responsive to queries, and happy to look into prospective plans, he is a pleasure to work with. Philippa Santa Monica

We would like to express our heartfelt gratitude to Adam Scott and WellAcre Global Wealth Advisers. Adam has been our financial advisor for many years. He is highly ethical and his expert guidance, financial planning and sophisticated tax strategies have transformed our financial lives. He is passionately dedicated to his clients, and the results have far exceeded our expectations. Thank you Adam!

It is a pleasure to recommend WellAcre Global Wealth Advisors, the company's head Adam Scott, and the entire team for their outstanding service, superb customer care, and unwavering probity. I feel fortunate to be in their capable hands. They are not only experts in the field, but genuinely warm and dedicated people who do their utmost to steward their clients. There is never a moment of falling through the cracks, missed communication, or negative interaction. I feel like part of an extended family for who

I feel safe and heard with WellAcre. My finances are handled with much thought and care. I appreciate the personal attention and interest in my goals and plans for the future. Adam Scott is a man of great integrity and I trust him and his team to ALWAYS have my back.

I'm so happy I found Adam and the Wellacre team. They're awesome! Really knowledgable and helpful. I don't lose sleep over my investments anymore because I can trust the integrity of Wellacre Global Wealth to look out for my best interests. Thank you Adam and the Wellacre team.

Adam has a first class mind about finances. I've always been impressed with his ability to leverage his expertise and years of experience alongside his earnest curiosity and quest for more knowledge of available financial products, all in in service to my financial goals.

We've been with Adam and his team since 2015 and Abi and I highly recommend his services. Adam has helped us not only in financial matters but personal as well, such as recommending accountants, bookkeepers and Living trust professionals. We've been very happy with Adam and WellAcre Global!

Biased because Adam is my father, but he eats, sleeps and breathes finance and wealth management. I can say firsthand that he cares immensely about his clients, works his tail off and is as honest as they come.

Adam and his team are a pleasure to work with. They answer my questions promptly with personalized informative feedback. With WellAcre in my corner, I feel confident that I will continue to live comfortably throughout my retirement.

WellAcre Global Wealth Advisors is a stellar financial advisory firm. The assistance and guidance they have provided for these past many years has gone above and beyond my expectations. Not only are they attentive and responsive, but they are proactive and always think about what is in my best interest. They have provided services to not only my personal financial portfolio, but also with my business. They never cease to amaze me with their knowledge and willingness to help out in any way possible. The

Adam Scott and team are everything you would want as the people in charge of your investments and, of course, future. Unlike other firms who are in it for the commission (and I speak from experience), everyone at WellAcre cares deeply about who you are, where you are in life, and what you want your future to look like. I cannot recommend them highly enough.

I've been with WellAcre from the beginning and love their services! The staff is incredibly kind and Adam Scott is wonderful to work with as a financial planner.

We appreciate the personal attention and detail Adam provides us in our meetings! I was initially skeptical but Adam's work ethic and results have won me over!

WellAcre has played an essential role in my retirement planning and investment management over my entire career, as I managed debt from graduate school, optimizing my ROTH IRA, and maximizing my mega backdoor 401K. Best fee-only ethical financial planning and tax expertise you can find.

WellAcre Global will meet all your goals. We have fruitful discussions. They ask the right questions. And all in all are extremely attentive.

Adam and his crew have been crucial in our investing and their concern about our future. Wish I would have started with him sooner than I did!

We have found that Wellacre is well managed, a reliable investment advisor, and always honest with us. I recommend them highly!

Without reservation, I can say that Adam Scott saved my financial life. Thanks Adam

Very attentive, perceptive, and accurate. Truly worth their weight in gold!

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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