TrueAdvisor
TrueAdvisor
JY
JY
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Financial & Tax Architects, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
1,061 clients
Average Client Portfolio
$418K average
Assets Under Management
$443.0M

Fee Structure

Financial Planning:Included in AUM fee

Location

Urbana, MD

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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
Financial & Tax Architects, LLC
April 2025 - Present · 10 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.