Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TFB Advisors charges fixed fees for financial planning and consulting, ranging from $500 to $5,000 depending on scope and complexity. Investment and wealth management fees are based on assets under management, varying between 0.25% and 1.5% annually, charged quarterly in advance. Retirement plan consulting fees are either fixed or asset-based, individually negotiated. Clients also incur third-party charges like brokerage commissions and custodial fees.
Areas of Practice
Advisor Information
Office location
4801 West 110th Street, Suite 200, Overland Park, KS, 66211
Get directionsRegulatory 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
William sells life and health insurance and develops packaged insurance products, dedicating a few hours per week. He also sells insurance, annuity, and managed money products, spending about a third of his time on this. Finally, William is an Investment Adviser Representative for TFB Advisors LLC, an independent RIA, spending nearly full-time hours on this.