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 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.25% to 1.50% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
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.
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
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 Registrations43 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.
Exams
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