Financial & Tax Architects, LLC
St. Louis, MO·SEC-registered · CRD #119169
Financial & Tax Architects, LLC is an SEC-registered investment advisory firm in St. Louis, MO managing $506M across 3.7k client accounts, with 40 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$506M
Client accounts
3.7k
Advisory staff
40
Fee model
Fee-based
How Financial & Tax Architects, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL FINANCIAL & TAX ARCHITECTS, LLC
See how Financial compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Financial & Tax Architects, LLC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Financial & Tax Architects, LLC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Financial & Tax Architects, LLC
How much does Financial & Tax Architects, LLC manage?
Per its most recent SEC Form ADV filing (06/18/2026), Financial & Tax Architects, LLC reports $506M in regulatory assets under management across roughly 3.7k client accounts.
How does Financial & Tax Architects, LLC charge?
Financial & Tax Architects, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Financial & Tax Architects, LLC a fiduciary?
Yes. Financial & Tax Architects, LLC is registered with the U.S. Securities and Exchange Commission (CRD #119169), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Financial & Tax Architects, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Financial & Tax Architects, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in St. Louis, MO
Profile compiled from Financial & Tax Architects, LLC's public SEC Form ADV filing (CRD #119169, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Financial & Tax Architects, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Financial & Tax Architects, LLC? Claim this profile.