Jaxson Wentworth is a registered investment advisor at Tfb Advisors, LLC, based in Overland Park, KS, with 1 years of industry experience. Jaxson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,047 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFB Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. This fee ranges from 0.25% to 1.5%, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is calculated quarterly, in advance, based on the market value of your investments on the last day of the previous quarter.
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.
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Jaxson is an agent for Tax Favored Benefits, Inc. and TFB Advisors, LLC, providing investment services since June 2024. Jaxson dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Tfb Advisors, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
State Registrations8 states
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