Robert Shay is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 5 years of industry experience. Robert 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 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 ActivitiesSells Insurance
Robert is a producer/associate at Tax Favored Benefits since April 2021, spending nearly full-time hours there, and an Investment Adviser Representative of an Independent RIA since August 2022, dedicating about a quarter of his time. He sells insurance products.
Employment History
Current Registrations
Tfb Advisors, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
State Registrations2 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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