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FINANCIAL & TAX ARCHITECTS, LLC
CRD 119169 · SEC 801-114688
12412 POWERSCOURT DRIVE, SUITE 25, ST. LOUIS, MO, 63131, United States
Phone
314-858-1122
Fax
314-787-1507
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$506.2M
Discretionary AUM
$506.2M
Team
71 total employees; 40 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsSUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1416 | $212.6M |
| High net worth individuals | 149 | $162.4M |
| Other investment advisers | 9 | $131.3M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, NE, NV, NY, NC, OK, PA, SC, TN, VA, WV, WI, MO, TX, CT, FL
All web addresses on file
- https://www.summitretirementplanning.com
- https://www.themasterschoice.org
- HTTPS://WWW.NEWDAYFINANCIAL.NET
- HTTPS://WWW.KNOXVILLERETIREMENTPLANNER.COM
- HTTPS://WWW.FTA-RIA.COM
- HTTPS://WWW.SCOUTFINANCIALGROUP.COM
- https://www.core-financialmanagement.com
- HTTPS://WWW.PROFESSIONALGROUPINC.COM
- HTTPS://WWW.RETIREMENTINCOMEBLUEPRINTS.COM
- https://www.srslv.com
Official SEC filing: View on IAPD