TFB ADVISORS, LLC

4801 West 110th Street
Suite 200
Overland Park, Kansas 66211
Tel: 913-648-5526

About TFB ADVISORS, LLC

TFB ADVISORS, LLC, formally registered with the SEC as TFB ADVISORS, LLC. The firm was established in 07/21/2022. They have over 7 offices throughout the country.

TFB ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $720,697,409 assets under management, offering retirement planning & investment advisory services to 2600 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321870
SEC#	801-126142
Assets Managed by Firm	$720,697,409
No. of Clients	2600
No. of Advisors	24

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2600	$720,697,409
Individuals (other than high net worth individuals)	1123	$230,169,561
High net worth individuals	150	$451,974,086
Pension and profit sharing plans	7	$6,504,717
Charitable organizations	4	$1,640,503
Corporations or other businesses	33	$30,040,894

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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