TFB Advisors, LLC

RIASEC Registered

Total AUM

$840M

Discretionary

$840M

100% of AUM

Avg account

$297K

Accounts

2,832

Employees

Advisory reps

Firm details

Headquarters: Overland Park, Kansas
CRD number: 321870
Registered since: July 21, 2022
Website: www.taxfavoredbenefits.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK, INC
Fee structure: Percentage of AUM, Subscription Fees, Fixed Fees
Client types: HNWI51.02%
Individuals43.96%
Corporations / Businesses3.89%
Pension & Profit Sharing Plans0.98%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

TFB Advisors, LLC is an independent Registered Investment Adviser that registered with the SEC in 2022. The firm operates as a limited liability company with a mix of domestic-entity and individual ownership and positions itself as a capital allocator working for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Fee arrangements are flexible across percentage-of-AUM, subscription and fixed-fee models. The firm does not characterize itself as an active ESG investor.