TM
CFP
TM
CFP

Taren Mcmurray

7 Years of Experience

Taren Mcmurray is a CFP-designated registered investment advisor at Family Investment Center, based in Lenexa, KS, with 7 years of industry experience. Taren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 894 clients with $690M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
894 clients
Average Client Portfolio
$771K average
Assets Under Management
$689.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10M+0.50%

Fees may deviate from this schedule to accommodate unusual circumstances or service needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11253 Strang Line Rd, Lenexa, KS, 66215

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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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Employment History
Current Registrations
Family Investment Center
October 2018 - Present · 7 yrs 6 mos
State Registrations3 states
KSMOTX
Advisor

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.