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TAX ADVANTAGE ADVISORS, INC.
CRD 143426
9120 W. 135TH STREET, SUITE 202, OVERLAND PARK, KS, 66221, United States
Phone
913-735-7771
Fax
855-950-0093
Registration
— (—)
Source
State registered
Total AUM
$67.9M
Discretionary AUM
$67.1M
Team
1 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; ACCOUNT SET-UP FEE
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $41.1M |
| High net worth individuals | 16 | $26.7M |
All web addresses on file
Official SEC filing: View on IAPD