Financial & Tax Architects, LLC

Assets Under Management

$443.0M

Number of Clients

1,061

Number of Advisors

25

Average Client AUM

$418K

AUM per Advisor

$17.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Financial & Tax Architects, LLC (FTA) offers discretionary investment advisory services to individual and high-net-worth clients nearing or in retirement. FTA provides financial planning and consulting services, typically complimentary to investment advisory services. FTA's asset management services rely on proprietary investment models. FTA also provides educational seminars and workshops.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Location

12412 Powerscourt Drive, Suite 25, St. Louis, MO, 63131

25 Advisors at this firm

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