Douglas Garrett is a registered investment advisor at Tax Favored Retirement, based in Kansas City, MO, with 6 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 149 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tax Favored Retirement charges a negotiated percentage of your portfolio for investment management services, not to exceed 1.50% annually. This fee is charged monthly. You can end the services at any time with 30 days' notice.
Location
8500 NE Sam Ray Rd, Kansas City, MO, 64156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tax Favored Retirement
State Registrations2 states
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