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Tax Favored Retirement

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Total assets under management

$41,153,109

Total clients

149

6% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

50

Average account size

$276,195

About

Tax Favored Retirement serves individuals, families, businesses and retirement plan sponsors by offering discretionary and non‑discretionary portfolio management, financial planning, and retirement plan advisory services. For its investment management services the firm generally applies a $1,000,000 account minimum (which it may waive) and documents engagement terms, restrictions, and fiduciary obligations in a written agreement.

The firm’s stated investment approach is to reduce risk and volatility while aiming to increase average returns by building portfolios that are simple to monitor and nimble to adjust, using primarily stocks and bonds with occasional mutual funds and ETFs. It uses both fundamental and technical analysis and may implement strategies that include long‑ and short‑term holdings, trading, margin and options; the firm reported managing all disclosed assets on a discretionary basis as of December 31, 2025.

Noteworthy differences from many peers include its small, owner‑managed structure (three advisors overseeing roughly $41 million for about 149 clients) combined with both retirement plan services and project‑based financial planning. The firm’s brochure discloses that some advisory personnel are licensed to sell insurance and annuity products (which may produce commissions), and it also discloses a prior Chapter 7 bankruptcy filing by the firm’s owner related to 2007–2008 real estate losses.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Annuities

Fee options

Fixed

Fixed financial planning fees up to $2,500 for individuals or up to $10,000 for businesses

Percentage

Negotiated up to 1.50% annually (single rate not guaranteed, varies by client)

Project-based

Hourly financial planning fees from $175 to $250 per hour

Other

Account minimum: $1,000,000 Minimum fee: $1,000 minimum annual fee for retirement plan services Fee-only: Financial planning fixed fees up to $2,500 for individuals, up to $10,000 for businesses; hourly fees $175-$250 per hour

Main office location

Tax Favored Retirement

8500 Ne Sam Ray Rd

Kansas City MO 64156, United States

Number of offices

2

Most active in

Kansas · Missouri · Texas

Disclosures

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

Business activities & affiliations

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