William Stapp
William Stapp is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 29 years of industry experience. William 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
William is involved with Tax Favored Benefits, Inc. selling retirement plans, financial products, and insurance products, and TFB Group Services, LLC for employer-based health insurance sales. He also offers a qualified retirement plan and is an Investment Adviser Representative for TFB Advisors, LLC, dedicating full-time hours to this role.
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.