TrueAdvisor
TrueAdvisor
ER
ChFC
ER
ChFC

Elizabeth Ann Reilly

Financial & Tax Architects, LLC
29 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Financial & Tax Architects, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

Newport, RI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Financial & Tax Architects, LLC
July 2025 - Present · 7 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2025 · 3 yrs 7 mos
Ameritas Advisory Services
November 2020 - November 2021 · 1 yr
Ameritas Investment Company, LLCBroker
November 2020 - June 2025 · 4 yrs 7 mos
Prudential Financial Planning Services
September 2020 - October 2020 · 1 mo
Pruco Securities, LLC.Broker
September 2020 - October 2020 · 1 mo
Horace Mann Investors, INC.Broker
May 2015 - August 2020 · 5 yrs 3 mos
Horace Mann Investors, INC.
May 2015 - December 2019 · 4 yrs 7 mos
Waddell & Reed
May 2014 - April 2015 · 11 mos
Waddell & ReedBroker
May 2014 - April 2015 · 11 mos
Horace Mann Investors INCBroker
July 2012 - May 2014 · 1 yr 10 mos
LPL Financial LLCBroker
September 2011 - June 2012 · 9 mos
LPL Financial LLC
September 2011 - June 2012 · 9 mos
Metlife Securities INC.
February 2010 - September 2011 · 1 yr 7 mos
Metlife Securities INC.Broker
February 2010 - September 2011 · 1 yr 7 mos
Allstate Financial Services, LLCBroker
November 2008 - February 2010 · 1 yr 3 mos
Ameriprise Financial Services, INC.
May 1996 - September 2008 · 12 yrs 4 mos
Ameriprise Financial Services, INC.Broker
April 1996 - September 2008 · 12 yrs 5 mos
Ids Life Insurance CompanyBroker
April 1996 - July 2006 · 10 yrs 3 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.