Financial & Tax Architects, LLC

Financial & Tax Architects, LLC (CRD# 119169) is a financial advisory firm headquartered in Saint Louis, MO. They manage $378,886,034 in 3,775 accounts and serve the financial needs of clients across 30 states (or territories).

Current Firm Details

12412 Powerscourt Drive, Suite 25, Saint Louis, MO 63131

https://www.knoxvilleretirementplanner.com

By the Numbers

Total Assets Under Management

379

MILLION
Total Number of Accounts

3,775

ACCOUNTS
Average Account Value

$100,367

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NV, NY, OH, OK, PA, TN, TX, VA

Financial Advisors at Financial & Tax Architects, LLC

Showing 21 - 21 of 21 top financial advisors.

Michael B. Wofsey

CRD#: 6132603

12412 Powerscourt Drive, Suite 25, Saint Louis, MO 63131

Michael Wofsey (CRD# 6132603) is an Investment Advisor Representative working at Financial & Tax Architects, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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