Mark Januszewski
Mark Januszewski is a registered investment advisor at Tax Advantage Advisors, INC., based in Overland Park, KS, with 34 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 151 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable. The same fee applies to both asset management services and variable sub-account management services.
Fee Estimator
Location
9120 W. 135th Street, Suite 202, Overland Park, KS, 66221
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is a licensed life and health insurance agent since 1991, dedicating minimal time to sales and service. He is also the President/Chief Compliance Officer of Tax Advantage Advisors Inc., spending about half his time on financial, tax, and estate planning, asset management, and budgeting.
Employment History
Current Registrations
Tax Advantage Advisors, INC.
Previous Registrations
M. S. Howells & CO.Broker
Securities Service Network, LLCBroker
Walnut Street Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.