Theodore Perez
Tax Favored Retirement · Kansas City, Missouri
Theodore Perez is a fee-only financial advisor at Tax Favored Retirement in Kansas City, Missouri. Theodore focuses on retirement planning. Tax Favored Retirement reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Tax Favored Retirement |
|---|---|
| Based in | Kansas City, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $41.2M across 333 accounts |
| SEC registration | Investment adviser representative in KS, MO · CRD 4661457 |
| Exams passed | Series 63 (2006) · Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | apsvllc.com |
How Theodore's firm compares
- Tax Favored Retirement's average account is about $124,000, from its Form ADV (assets managed divided by 333 accounts).
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Questions about Theodore
Is Theodore Perez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Tax Favored Retirement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, Tax Favored Retirement, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Theodore Perez based?
Theodore Perez is based in Kansas City, Missouri.
What does Theodore specialize in?
Theodore's specialties include retirement planning.
Is Theodore Perez registered with the SEC?
Yes. Theodore Perez is registered as an investment adviser representative in KS and MO (CRD 4661457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tax Favored Retirement manage?
Tax Favored Retirement reports $41.2M across 333 accounts in assets under management.
How do I contact Theodore Perez?
Through Theodore's website, apsvllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kansas City
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Tax Favored Retirement website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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