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Gordon Thorn

Tfb Advisors, LLC
10 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
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Gordon Thorn is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 10 years of industry experience. Gordon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,355 clients with $840M in assets under management.

Tfb Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,355 clients
Average Client Portfolio
$620K average
Assets Under Management
$840.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fees range from 0.25% to 1.50% depending on portfolio size and composition. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4801 West 110th Street, Suite 200, Overland Park, KS, 66211

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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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Other Business ActivitiesSells Insurance

Gordon is the Chief Operating Officer of Tax Favored Benefits, managing administrative activities full-time. He also has roles in Foundational Financial Partners, CreativeOne (as a broker of annuities and life insurance), and TFB Advisors, LLC, dedicating about 10% of his time to Foundational Financial Partners, minimal time to CreativeOne, and nearly full-time to TFB Advisors, LLC.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
November 2015 - Present · 10 yrs 11 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
March 2016 - November 2021 · 5 yrs 8 mos
State Registrations17 states
AKALARCACOGAIAKSKYMAMONCNMNVOHSDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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