Firm
Tax Favored Retirement
Kansas City, Missouri
Fee-only
Tax Favored Retirement at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 149 individual clients, 9 of them high net worth.
- Its average account is about $124,000 (assets it manages divided by its 333 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Kansas City, Missouri |
|---|---|
| Website | apsvllc.com |
| Phone | (816) 534-8615 |
Tax Favored Retirement fees
Tax Favored Retirement 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 | $41 million |
| Individual clients | 140 |
| High-net-worth clients | 9 |
| Accounts managed | 333 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 298519 |