Urso & Rahmeier

What Urso & Rahmeier does

Urso & Rahmeier is a family-owned tax and financial planning advisory firm headquartered in Rocky Hill, Connecticut. The firm serves individual clients across Connecticut and Massachusetts with tax preparation, financial planning, retirement planning, estate planning, investment advisory, and insurance services. The practice operates as part of the Avantax community within Cetera Wealth Services LLC, a registered broker-dealer and FINRA/SIPC member, which provides the regulatory and custodial infrastructure underlying the firm's investment and brokerage offerings.

The team totals four members and is led by Michael Urso, who brings more than 40 years of public accounting experience. The second generation — Lauren Rahmeier and Jordan Urso, both of whom previously worked at Disney before joining the family practice — is established in the business alongside Shellie Urso. Revenue is generated through a mix of fee-based financial planning and tax preparation engagements, plus commissions and fee-share on brokerage and insurance products facilitated through the Cetera Wealth Services affiliation. Client engagement and marketing are supported by FMG Suite, a third-party platform that powers the firm's website, educational content, calculators, videos, and client communications.

The business model is relationship-driven and dependent on long-term individual clients; no enterprise contracts, pricing tiers, customer counts, or revenue figures are disclosed. No technology products are built or owned by the firm — the offering is advisory labor plus partner-supplied infrastructure. Geographic reach is explicitly stated as covering Connecticut and Massachusetts residents, indicating limited but defined regional focus.

Name

Urso & Rahmeier

Legal name

Urso & Rahmeier Tax and Financial Planning

Website

https://ursorahmeier.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Urso & Rahmeier is a family-owned tax and financial planning advisory firm in Rocky Hill, Connecticut, serving individual clients in Connecticut and Massachusetts with tax preparation, retirement, estate, investment, and insurance services through Cetera Wealth Services.

Ownership category

akta.pro rank

Product category

Financial Advisory and Tax Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Tax preparation services
• Financial planning advisory
• Retirement planning services
• Estate planning services
• Investment advisory services

Headquarters

HQ city

Rocky Hill

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Financial Advisory Services: Provides investment advisory services and financial planning through Cetera Investment Advisers LLC, a registered investment adviser. Offers both advisory (fee-based) and brokerage (commission-based) services.
2. Tax Preparation and Planning Services: Tax strategy, preparation, and planning services for individuals and businesses including corporate, partnership, estate, trust, and gift tax services.
3. Securities Brokerage Services: Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Individuals affiliated may be Registered Representatives (transaction-based compensation/commissions) or Investment Adviser Representatives (fees based on assets) or both.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Urso & Rahmeier is a family-owned tax and financial planning firm offering integrated tax preparation, tax strategy, retirement planning, estate planning, and investment advisory services to individuals and small businesses. Securities and advisory services are delivered through an affiliation with Cetera Wealth Services LLC, while tax services are provided directly by the firm's CPA/PFS and CFP® professionals.

Product overview

Urso & Rahmeier offers tax preparation and financial planning services through two main offerings: Tax Services and Financial Services. Tax Services include individual and corporate tax strategy, preparation, planning, business formations, mergers and acquisitions, and estate tax services. Financial Services encompass retirement planning (IRAs and business retirement plans), investment management (equity, fixed income, ETFs, mutual funds, UITs, REITs), annuities, insurance, estate accounts, and portfolio reviews. The firm is a family-owned financial advisory practice affiliated with Cetera Wealth Services LLC.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Comprehensive tax preparation, strategy, and planning services covering individual tax strategy, corporate and partnership tax strategies, business formations, mergers and acquisitions support, projections and forecasts, cash flow analysis, estate tax preparation, trust and fiduciary taxation, and gift tax services for individuals and small businesses.
• Financial Services Financial advisory services including individual retirement accounts (Traditional IRA, Roth IRA, Inherited IRA), business retirement plans (401(k), Owner-Only 401(k), Safe Harbor 401(k), SIMPLE IRA, SEP IRA), annuities and insurance, estate and trust accounts, equity and fixed income investments, ETFs, mutual funds, UITs, REITs, wealth strategies, education savings, and portfolio/investment reviews. Delivered through Cetera Wealth Services LLC and Cetera Investment Advisers LLC.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and supporting.

• Cetera Wealth Services LLCcoreStrategic or Co-development PartnerSecurities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. The firm operates as Avantax, a distinct community within Cetera Wealth Services LLC. This affiliation enables the provision of brokerage and advisory services under regulatory oversight.
• FMG SuitesupportingTechnology or IntegrationWebsite and content development platform. FMG Suite develops and produces the financial content, articles, videos, and tools featured on the firm's website. Provides the client portal infrastructure and BrokerCheck integration.
• FINRAcoreOthersFinancial Industry Regulatory Authority - independent regulator overseeing securities firms. The firm and its advisors are registered and subject to BrokerCheck verification through FINRA.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Cetera Financial Group: Parent of Cetera Wealth Services LLC, the broker-dealer and RIA platform Urso & Rahmeier operates through; sets the program economics, technology, and compliance framework that defines the firm's operating environment.
• Edelman Financial Engines: One of the largest US RIAs combining traditional advisory with workplace retirement plan services; relevant peer for the retirement-plan-administration and individual advisory overlap with Urso & Rahmeier.
• Cambridge Investment Research: Large independent broker-dealer supporting RIAs and financial advisors nationwide; comparable in offering broker-dealer custody, RIA platform, and practice management support to small firms.
• Mariner Wealth Advisors: Fast-growing national RIA with strong tax and estate planning capabilities and an active rollup strategy; represents the scaled competitor a small CT/MA advisory firm faces when targeting high-net-worth clients.
• Commonwealth Financial Network: Independent broker-dealer and RIA platform serving mid-sized advisory practices; competes with Cetera for small tax-focused advisory firms seeking back-office, compliance, and technology infrastructure.
• LPL Financial: Largest independent broker-dealer in the US, hosting thousands of RIAs and advisory practices; provides an alternative affiliation path for small tax-and-wealth firms like Urso & Rahmeier considering a platform switch.
• Creative Planning: National RIA offering integrated financial planning, tax, and investment services; comparable integrated offering but at massive scale, representing direct competition for affluent clients in CT/MA.

Emerging players

• Carson Group: RIA platform and coaching community serving small-to-mid-sized advisory firms; comparable as an alternative ecosystem for small advisory practices seeking scale, coaching, and back-office support.

Direct peers

• Plante Moran Financial Advisors: Wealth management arm of a top-20 US accounting firm; closest structural analog to Urso & Rahmeier's CPA+RIA combination, combining tax preparation, business advisory, and wealth management.
• Avantax Wealth Management (formerly HD Vest): Largest US tax-focused wealth management platform for CPAs and accounting professionals; operates as a community within Cetera Wealth Services — directly mirrors Urso & Rahmeier's CPA+RIA model and Cetera affiliation.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/Urso-Rahmeier-Tax-and-Financial-Planning-109401651282110

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Urso & Rahmeier