Tax Favored Retirement fees and pricing
Financial planner in Kansas City, Missouri. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Tax Favored Retirement charges $175-$250 an hour and an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$250/hr
“Hourly rated range from $175 to $250 per hour.”
- Annual fee
- $1,000/yr
“There is a minimum annual fee of $1,000 per plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tax Favored Retirement bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally deducted from Client accounts by may be paid by check if approved by the firm.”
- “Fees charged for financial planning services are quoted in advance and charged at a fixed amount or are quoted on an hourly basis.”
- “Fees are negotiable depending on the circumstances of the engagement and location and will be quoted at the beginning of the term.”
How Tax Favored Retirement’s fees compare
- Its hourly rate of $175-$250 is below the Missouri median of $250. 33% of the 88 other Missouri planners that publish an hourly rate charge less.
- 5 of the 13 other planners in Kansas City that publish an hourly rate charge less.
- Its annual fee of $1,000 is below the Missouri median of $6,000. 7% of the 45 other Missouri planners that publish an annual fee charge less.
- None of the 4 other planners in Kansas City that publish an annual fee charge less.
About Tax Favored Retirement
“Investment Management Services Tax Favored Retirement provides ongoing discretionary and non-discretionary portfolio management services to individuals, families and businesses.”
- Firm size: 3 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- 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
- 1.5% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 149
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $41,153,109
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298519
- Phone
- (816) 534-8615
Other planners in Kansas City that publish fees
- Bluevine AdviceKansas City$500, $25-$1,000/mo
- Buttonwood Financial Group, LLCKansas City$300-$600/hr, $300-$30,000/qtr
- Chase Wealth ManagementKansas City$1,000-$10,000
- Cobb Wealth Management, LLCKansas City$200/hr
- Craft & Sage WealthKansas City$500/hr, $5,000
- Divvi Wealth ManagementKansas City$250/hr
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.