Elizabeth Ann Reilly

ChFC

Financial & Tax Architects, LLC

29 Years of Experience

View SEC Summary

Firm Information

Financial & Tax Architects, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

25 advisors

Number of Clients

1,061 clients

Average Client Portfolio

$418K average

Assets Under Management

$443.0M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Financial Plan Fee:$499

FTA charges an annual fee, up to 1.95%, for discretionary asset management services, calculated monthly in arrears based on the value of assets under management. Sub-advisory asset management fees are .75%. Financial consulting services are typically free, but 401(k) guidance may cost $499. The fees do not include transaction fees, brokerage fees, custodial fees, or the management fees charged by mutual fund companies or ETF sponsors. FTA does not have a minimum account size requirement.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Newport, RI

Get directions

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.