David Wentz is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,047 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFB Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.5%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.
Location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211
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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
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
State Registrations43 states
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