TAX FAVORED RETIREMENT

TAX FAVORED RETIREMENT of KANSAS CITY, MO is an SEC-registered investment adviser (CRD 298519). Regulatory assets under management: $41.2M.

Registration

• CRD: 298519
• Type: Registered investment adviser
• Location: 8500 NE SAM RAY RD, KANSAS CITY, MO, 64156
• Phone: 816-534-8615
• Latest filing: 2026-01-29
• Regulatory AUM: $41.2M
• Discretionary AUM: $41.2M
• Clients: 3
• Accounts: 333

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298519 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search