Independent Consulting
Independent Consulting is a Las Vegas-based, fee-only financial and tax planning firm led by CFP Peter C. Bucchieri, serving individuals, corporations, partnerships, and trusts with financial planning, tax, estate, and fractional CFO services.
- Company typePrivate
- Founded1993
- HeadquartersLas Vegas, United States
- Headcount—
- GTM typeB2B and B2C
- OfferingServices
What Independent Consulting does
Independent Consulting, L.L.C. is a fee-only financial and tax planning firm headquartered in Las Vegas, Nevada, serving individuals, corporations, partnerships, and trusts. The firm delivers ten core advisory services — financial planning, tax planning, estate planning, asset protection, business consulting and marketing, audit preparation, retirement planning, forensic accounting, fractional CFO services, and bookkeeping — under a fee-only model in which no commissions are earned on any advice. Peter C. Bucchieri, who has practiced since 1978 and is among the first Certified Financial Planners in the country, is the principal and CEO; his wife Ri Bucchieri handles bookkeeping.
The firm operates without any proprietary technology platform, software product, mobile app, or API. All services are delivered as direct human-led consulting engagements, with CFO engagements ranging from a few hours per month to many hours per week depending on client needs. The practice has developed niche expertise in gaming-industry securities analysis since Mr. Bucchieri relocated to Las Vegas in 1993, and historically grew to be the sixth largest tax firm in Massachusetts prior to that move.
Revenue is generated through professional services fees on consulting engagements, billed monthly under an undisclosed fee structure. The go-to-market model is sales-led and relationship-driven, relying on referrals from a network of accountants, attorneys, banking partners, and the principal's media visibility as a gaming analyst rather than digital marketing. Client segments include high-net-worth individuals, small to mid-sized companies requiring fractional CFO support, gaming-industry clients, and trusts and estates. The firm claims national and international client reach but operates from a single Las Vegas office with two personnel, making it functionally a solo advisory practice.
Independent Consulting firmographics
Firmographics- Name
- Independent Consulting
- Legal name
- Independent Consulting, L.L.C.
- Website
- https://independentconsulting.us
- Company type
- Private
- Founded year
- 1993
- Operating status
- Operating
- Short description
- Independent Consulting is a Las Vegas-based, fee-only financial and tax planning firm led by CFP Peter C. Bucchieri, serving individuals, corporations, partnerships, and trusts with financial planning, tax, estate, and fractional CFO services.
- Ownership category
- akta.pro rank
Independent Consulting industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Management Consulting Services (54161), Offices of Certified Public Accountants (541211)
- SIC
- Investment Advice (6282), Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Fee-Only Advisory (FSAEAAAL), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Financial Management & Performance Improvement Consulting (BPAHACAF)
Keywords
Where Independent Consulting is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Independent Consulting business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Fee-Only Financial and Tax Planning Consulting: Fee-only consulting services with no commissions earned on any advice. Services include financial planning, tax planning, estate planning, asset protection, CFO services, audit preparation, forensic accounting, and bookkeeping. Revenue is generated through consulting fees, likely hourly or project-based engagements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Fee-only consulting services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Independent Consulting product offering
Product offeringCore offering
Independent Consulting is a fee-only financial and tax planning firm providing consulting services to individuals, corporations, partnerships, and trusts. The firm's ten core service lines include Financial Planning, Tax Planning, Estate Planning, Asset Protection, Business Consulting, Audit Preparation, Retirement Planning, Forensic Accounting, fractional Chief Financial Officer (CFO) services, and Bookkeeping. All engagements are delivered by the principal Peter C. Bucchieri, a Certified Financial Planner with over 40 years of experience, on an as-needed basis ranging from a few hours per month to many hours per week.
Product overview
Independent Consulting is a financial and tax planning firm offering a portfolio of consulting services primarily serving individuals, corporations, partnerships and trusts. The company provides ten distinct service offerings: Financial Planning, Tax Planning, Estate Planning, Asset Protection, Business Consulting and Business Marketing, Audit Preparation, Retirement Planning, Forensic Accounting, Chief Financial Officer (CFO) Service, and Bookkeeping. Services are delivered by experienced professionals led by Peter C. Bucchieri, a Certified Financial Planner with over 40 years of experience since 1978.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services for individuals, including forecasts of the economy, interest rates, financial markets, and tax developments to help clients meet financial goals, reduce taxes, and plan for retirement.
- Tax Planning Tax planning services focused on significant changes in tax law, monitoring developments, and sharing information with clients to optimize tax positions across individuals and businesses.
- Estate Planning Estate planning assistance including determining will, trust, and durable power of attorney provisions, delivered in coordination with specialized estate planning attorneys.
- Asset Protection Asset protection services designed to shield clients from frivolous lawsuits and unforeseen liabilities through various legal devices in coordination with specialized attorneys.
- Business Consulting and Business Marketing Business consulting services evaluating past and present performance, developing business plans to grow and increase profits, and assisting with business sale preparation for owners and operators.
- Audit Preparation Tax audit preparation services including thorough review of income and deductions to avoid delays and unfavorable audit outcomes for individuals and businesses.
- Retirement Planning Retirement planning for individuals and corporations including IRA, profit sharing, money purchase, defined benefit and contribution plans, 403(b), 457, and 401(k) plans.
- Forensic Accounting Analysis of physical and computerized financial records to document revenue, loans, expenditures, and asset movements, including record reconstruction and tax preparation review.
- Chief Financial Officer Service Fractional CFO services on an as-needed basis for small to mid-sized companies without a full-time CFO, including loan application preparation, financial projections, business plans, workout solutions, tax planning, and growth and exit strategies.
- Bookkeeping Bookkeeping services with over 30 years of experience recording financial transactions including purchases, sales, receipts, and payments, and preparing financial statements for various entity types.
Quantifiable outcome
- Recovered over $100,000 in taxes from previous year's overpayment for client through research on embezzlement-related rulings
- +7 more outcomes
Companies that use Independent Consulting
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Independent Consulting technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Independent Consulting partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Accountants, Attorneys, and SpecialistsminorThe firm utilizes accountants, attorneys and other specialists as referrals when necessary to help accomplish clients' goals. These specialists are engaged on a referral basis for specialized expertise in areas such as estate planning and asset protection.
Scale indicators3 records
Recent moves4 records
Expansion highlights1 record
Independent Consulting competitors and assessment
Company assessmentDirect peers
- Facet Wealth: Facet Wealth is a fee-only financial planning firm serving individuals and households with comprehensive financial planning, tax planning, and investment advice delivered virtually. Directly comparable as a fee-only, full-stack planning practice targeting the same mass-affluent and HNW individual segments.
- Pitcairn: Pitcairn is a multi-family office serving HNW families with comprehensive wealth planning, investment management, tax, and estate services. Comparable as a relationship-led, planning-and-tax-focused advisor serving HNW households with similar cross-generational needs.
- Tolleson Wealth Management: Tolleson Wealth Management is a Dallas-based multi-family office serving ultra-HNW families with comprehensive financial planning, tax, estate, and investment services. Highly comparable as a relationship-driven, fee-based HNW advisory practice with deep planning and tax capabilities.
- Ritholtz Wealth Management: Ritholtz Wealth Management is a fee-only RIA serving HNW individuals with financial planning, tax planning, and investment management. Comparable as a fee-only advisory practice that emphasizes comprehensive planning and tax-aware investing.
- Halbert Hargrove: Halbert Hargrove is a fee-only RIA headquartered in California serving HNW individuals and families with financial planning, tax, estate, and investment services. Comparable as a similarly-sized, fee-only HNW advisory firm offering comprehensive planning and tax coordination.
- Buckingham Strategic Wealth: Buckingham Strategic Wealth is a fee-only RIA network serving individuals and families with evidence-based financial planning, tax, and wealth management. Comparable as a fee-only advisor with a similar planning-led, tax-aware value proposition for HNW households.
Broad incumbents
- Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., offering comprehensive financial planning, tax, estate, and investment services to HNW individuals and families. Comparable as a broad incumbent offering the same fee-based, full-stack planning capabilities at greater scale.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA providing financial planning, investment management, and retirement services to individuals and corporate plans. Comparable as a broad incumbent in the same comprehensive planning and wealth management category.
- Carson Group: Carson Group is a large RIA platform that supports thousands of financial advisors with wealth management, financial planning, and business consulting services. Comparable as a broad incumbent in the fee-based advisory space that competes for the same HNW and advisor-supported clients.
- Empower (Personal Capital): Empower, including Personal Capital, is a large hybrid RIA and digital wealth platform offering financial planning, investment management, and retirement services. Comparable as a broad incumbent competing for the same HNW and mass-affluent segments with a tech-enabled delivery model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights7 records
Customer concentration
Independent Consulting social profiles
Digital presenceIndependent Consulting financial estimates
Financial estimateRevenue estimate
Valuation estimate
Independent Consulting leadership team
Management profileNumber of profiles
Profiles2 records
Independent Consulting funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Independent Consulting M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Independent Consulting
What does Independent Consulting do?
Independent Consulting is a fee-only financial and tax planning firm providing consulting services to individuals, corporations, partnerships, and trusts. The firm's ten core service lines include Financial Planning, Tax Planning, Estate Planning, Asset Protection, Business Consulting, Audit Preparation, Retirement Planning, Forensic Accounting, fractional Chief Financial Officer (CFO) services, and Bookkeeping. All engagements are delivered by the principal Peter C. Bucchieri, a Certified Financial Planner with over 40 years of experience, on an as-needed basis ranging from a few hours per month to many hours per week.
Is Independent Consulting a public or private company?
Independent Consulting is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Independent Consulting founded?
Independent Consulting was founded in 1993.
Where is Independent Consulting based?
Independent Consulting is headquartered in Las Vegas, United States, in the North America region.
How does Independent Consulting make money?
One revenue line is on record: fee-Only Financial and Tax Planning Consulting.
Who are Independent Consulting's main competitors?
Direct peers on record are Facet Wealth, Pitcairn, Tolleson Wealth Management, Ritholtz Wealth Management, Halbert Hargrove and Buckingham Strategic Wealth. Broad incumbents are Creative Planning, Edelman Financial Engines, Carson Group and Empower (Personal Capital).
Does Independent Consulting have an API?
No public API is recorded for Independent Consulting.
What industry is Independent Consulting in?
Independent Consulting's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEAAAL, Fee-Only Advisory. Its NAICS code is 523940 and its SIC code is 6282.