Jason Smitka is a registered investment advisor at Financial & Tax Architects, LLC, based in Overland Park, KS, with 13 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,574 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
13200 Metcalf Ave. Suite 105, Overland Park, KS, 66213
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
Jason is a managing member at Scout Financial Group, holding real estate, and an owner/insurance agent at Smitka & Associates, LLC, dedicating full-time hours to fixed insurance sales. He also works as a consultant for AdvisorMax, LLC, a field marketing organization, dedicating about a quarter of his time.
Employment History
Current Registrations
Financial & Tax Architects, LLC
Previous Registrations
Scout Wealth Management, LLC
Ae Wealth Management, LLC
Client One Securities LLCBroker
Client One Securities LLC
Sunset Financial Services, INC.Broker
Simmers Capital Management CorporationBroker
State Registrations2 states
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