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Senior Tax Advisory Group, Inc.

Updated today

Client assets under management

$122,781,042

Clients

802

1% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

267

Very High

Average account size

$153,094

About

Senior Tax Advisory Group, Inc. serves individual clients, including high‑net‑worth individuals, by recommending and monitoring third‑party investment advisers to manage client accounts. The firm reports discretionary management of model‑based portfolios and approximately $122.8 million in assets under management.

The firm uses an asset‑allocation approach that relies largely on exchange‑traded funds and client suitability information to select one or more co‑adviser model portfolios. Co‑advisers are responsible for portfolio management, trading, reporting and custodian reconciliation while Senior Tax Advisory Group conducts ongoing monitoring and retains authority to establish or terminate co‑advisers and reallocate accounts among models.

Noteworthy features include a high client load—about 800 clients served by three advisors—which suggests a more standardized, model‑driven service structure than firms with lower client‑to‑advisor ratios. The firm is affiliated with a licensed insurance agency and its owners and associates may receive commissions for insurance products, a disclosed conflict of interest the firm says it seeks to mitigate.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0+: 0.10% +: up to 2.00%

Commissions

Earnings from commissions for the sale of insurance products separate from advisory fees.

Main office location

Senior Tax Advisory Group, Inc.

6775 Rangewood Dr.

Colorado Springs CO 80918, United States

Number of offices

3

Most active in

Arizona · Colorado · Florida · Georgia · Illinois · Iowa · Michigan · Missouri · New Mexico · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Virginia · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Albert D

Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Wealth management
user avatar

Kathleen L

Series 63, Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Wealth management
user avatar

Justin W

Series 65

Colorado Springs, CO

Senior Tax Advisory Group, Inc.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.

Wealth management
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