Vance Wentz is a CFP-designated registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 8 years of industry experience. Vance 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.
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Vance is an associate at Tax Favored Benefits and The Bar Retirement Plan, providing advisory and 401(k) services, dedicating full-time and about a quarter of his time respectively. He is also an Investment Adviser Representative at TFB Advisors, LLC, an independent RIA, and a partner at OCC Investors, LCC with no operational duties.
Employment History
Current Registrations
Tfb Advisors, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
State Registrations10 states
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