TFB Advisors, LLC

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Total assets under management

$859,559,702

Total clients

2,987

26% high-net worth

Total advisors

of 35 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$287,767

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Financial planning and consulting fees can be fixed fees ranging from $500 to $5,000 depending on scope and complexity

Percentage

0.25% to 1.5% annually (varies based on portfolio size, composition, services, and advisor)

Commissions

Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements

Other

Fee-only: Financial planning and consulting fees range from $500 to $5,000 (fixed, negotiable)

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

TFB Advisors, LLC

4801 West 110 Th Street, Suite 200

Overland Park KS 66211, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 913-648-5526

Advisors at this firm

David W

Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

Vance W

CFP®, Series 66

Overland Park, KS

TFB Advisors, LLC

Gordon T

Series 66

Overland Park, KS

TFB Advisors, LLC

Jaxson W

Series 66

Overland Park, KS

TFB Advisors, LLC

Samuel P

Series 65

Overland Park, KS

TFB Advisors, LLC

Paul S

Series 66

Overland Park, KS

TFB Advisors, LLC

Craig H

CFA®, Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

William S

Series 65

Overland Park, KS

TFB Advisors, LLC

Barry V

Series 66

Overland Park, KS

TFB Advisors, LLC

Dee J

Series 66

Granbury, TX

TFB Advisors, LLC

Robert S

Series 66

Overland Park, KS

TFB Advisors, LLC

William M

Series 63, Series 66

Overland Park, KS

TFB Advisors, LLC

Thomas M

Series 66

Lakewood, CO

TFB Advisors, LLC

Connor O

CFP®, Series 66

Overland Park, KS

TFB Advisors, LLC

Ralph W

ChFC®, Series 63, Series 65

Overland Park, KS

TFB Advisors, LLC

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