Andrew Surber is a registered investment advisor at Tax Favored Retirement, based in Kansas City, MO, with 14 years of industry experience. Andrew 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 Activities
Andrew is an outside board member for Ameriflex and owner-secretary for Green Acres, each requiring minimal time per month. Neither activity appears to be investment-related.
Employment History
Current Registrations
Tax Favored Retirement
Previous Registrations
Private Client Services, LLCBroker
Prime Capital Investment Advisors, LLC
Lawing Financial INC
Cambridge Investment Research, INC.Broker
State Registrations3 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.