Theodore Perez
Theodore Perez is a registered investment advisor at Tax Favored Retirement, based in Kansas City, MO, with 19 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 149 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tax Favored Retirement charges a negotiated percentage of your portfolio for investment management services, not to exceed 1.50% annually. This fee is charged monthly. You can end the services at any time with 30 days' notice.
Location
8500 NE Sam Ray Rd, Kansas City, MO, 64156
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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
Theodore is the owner of TP3 Holdings Inc, a holding company, dedicating a few hours per week. He also works as an insurance agent selling disability, long-term care, and property & casualty insurance, dedicating a few hours per week.
Employment History
Current Registrations
Tax Favored Retirement
Previous Registrations
Elevation Advisory Partners LLC
Cetera Advisor Networks LLCBroker
Summit Brokerage Services, INC.Broker
Scottrade, 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.