Financial & Tax Architects, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$443,026,713
Total clients
1,051
13% high-net worth
Total advisors
24
of 53 employees
Firm size
Multi Team
Average clients per advisor
44
Average account size
$421,529
Client services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Financial & Tax Architects, LLC
12412 Powerscourt Drive, Suite 25
St. Louis MO 63131, United States
Number of offices
21
Advisors at this firm
Cassandra S
Series 63, Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Paul S
Series 65
Knoxville, TN
Financial & Tax Architects, LLC
James F
Series 63, Series 66
Chicago, IL
Financial & Tax Architects, LLC
Jason S
Series 63, Series 65
Overland Park, KS
Financial & Tax Architects, LLC
Michael W
Series 63, Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Cody B
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Justin Y
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
David B
Series 63, Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Gary D
CFP®, ChFC®, Series 63, Series 66
St. Louis, MO
Financial & Tax Architects, LLC
Joseph G
ChFC®, Series 63, Series 65
Plano, TX
Financial & Tax Architects, LLC
Alan J
Series 63, Series 65
Largo, MD
Financial & Tax Architects, LLC
Anthony B
Series 65
Plano, TX
Financial & Tax Architects, LLC
Sean K
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Robert A
Series 65
St. Louis, MO
Financial & Tax Architects, LLC
Ronald M
Series 65
Valencia, CA
Financial & Tax Architects, LLC
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