David Wentz is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 35 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,355 clients with $840M 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 | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211
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
David is a licensed independent insurance agent selling fixed insurance products and is a partner at TFB Group Services, LLC, a group insurance brokerage. He also works as an agent for The Bar Retirement Plan and manages RIA businesses as an Investment Adviser Representative for TFB Advisors, LLC and a member of TFB Consulting, LLC. These activities take about 10-20% of his time.
Employment History
Current Registrations
Tfb Advisors, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations2 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.
Exams
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