Tax Advantage Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$67,857,268
Clients
151
11% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
151
Very HighAverage account size
$449,386
About
Tax Advantage Advisors serves primarily individual "main street" clients while also working with businesses and trusts, providing fee-for-service financial planning and ongoing asset management. Its services include asset management, variable annuity/variable life sub-account management, retirement and college planning, qualified plan subaccount and employee benefits analysis, and as‑needed financial consultations.
The firm gathers clients’ financial information and risk tolerances, then implements model-based asset allocations with ongoing monitoring and trade execution through institutional custodians. Investment selections typically rely on mutual funds and ETFs with an emphasis on diversification and execution quality; the firm generally avoids long-term use of leveraged sector funds but may use limited leveraged bond funds or signal providers when managing sub-accounts.
Noteworthy for a solo independent adviser, the firm provides portfolio management for business- and trust-type clients and performs qualified plan subaccount analysis and discretionary exchanges of variable contract sub-accounts—services that are less common among independent one-advisor firms. The adviser manages approximately $67.9 million in client assets, uses an institutional brokerage relationship for custody and execution, and discloses outside insurance sales and referral arrangements that may create additional conflicts of interest for prospective clients to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
College savings (529s, UTMA, etc.)
Annuities
Fee options
Fixed fees are negotiable and may be agreed upon in the advisory contract
1.25% annually unless a lower fee is negotiated
$200 to $400 per hour, negotiated
Fee-only: Hourly fees usually range from $200 to $400 per hour; fixed fees are negotiable and may be agreed upon in the advisory contract
Main office location
Tax Advantage Advisors, Inc.
9120 W. 135 Th Street, Suite 202
Overland Park KS 66221, United States
Number of offices
1
Most active in
Tax Advantage Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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