Tax Advantage Advisors, Inc. fees and pricing

Financial planner in Overland Park, Kansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2026, Tax Advantage Advisors, Inc. charges $200⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$400/hr; “Hourly fees usually range from $200 to a maximum rate of $400 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
“If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
“When fees are billed in arrears, TAA will prorate the final fee payment based on the number of days services are provided during the final period.”

Its hourly rate of $200-$400 spans the Kansas median of $250. 64% of the 59 other Kansas planners that publish an hourly rate charge less.
17 of the 24 other planners in Overland Park that publish an hourly rate charge less.

“Tax Advantage Advisors, Inc. provides “fee for service” financial planning and investment advice.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 151
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $67,857,268
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 143426
Website: taxadvantageadvisors.com (opens in new tab)
Phone: (913) 735-7771

Can advise clients in 2 states: Kansas, Missouri

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.