Firm
Tax Advantage Advisors
Overland Park, Kansas
Fee-only
Tax Advantage Advisors at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 151 individual clients, 16 of them high net worth.
- Its average account is about $184,000 (assets it manages divided by its 368 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | taxadvantageadvisors.com |
| Phone | (913) 735-7771 |
Tax Advantage Advisors fees
Tax Advantage Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 135 |
| High-net-worth clients | 16 |
| Accounts managed | 368 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 143426 |