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Ralph Wentz

Tfb Advisors, LLC
44 Years of Experience
Overland Park, KS
Broker
View SEC Summary
View SEC Summary

Ralph Wentz is a ChFC-designated registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 44 years of industry experience. Ralph 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
—
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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 Activities

Ralph is the chairman/owner of Tax Favored Benefits Inc, focusing on pension administration, and an Investment Adviser Representative of TFB Advisors, LLC. He also dedicates nearly full-time hours to his role as an IAR and spends minimal time as the owner of B&W Investment, LLC.

Employment History
Current Registrations
Tfb Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - June 2023 · 1 yr 7 mos
Ameritas Advisory Services
June 2006 - November 2021 · 15 yrs 5 mos
Carillon Investments, INC
July 1998 - June 2006 · 7 yrs 11 mos
Carillon Investments, INC.Broker
December 1984 - June 2006 · 21 yrs 6 mos
Mutual Benefit Financial Service CompanyBroker
February 1980 - January 1983 · 2 yrs 11 mos
State Registrations15 states
AZFLIAILKSLAMDMNMONEOHSCTXVAWI
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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