# TAX FAVORED RETIREMENT

TAX FAVORED RETIREMENT is an Asset Manager based in Kansas City.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Kansas City
- **Assets under management:** Undisclosed
- **Website:** https://taxfavoredretirement.com

## Regulatory record

- **CRD number:** 298519
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298519

## About

Tax Favored Retirement provides financial and insurance services to help clients prepare for a secure, tax-efficient retirement. They create straightforward financial plans and guide clients through intro calls, video retirement planning sessions, and personalized retirement plans. Their mission is to make financial adulting easier with clear guidance on savings, retirement, and insurance. They also offer educational resources on Social Security and retirement income planning.

## People

- Andrew Surber — leads the team and manages the firm’s performance and reporting
- Ted Perez — Financial Advisor

## Questions

### Who runs investment decisions at TAX FAVORED RETIREMENT?

Named principals or investment decision-makers for this firm are not publicly identified in available records. The firm's management structure remains undisclosed.

### What is the AUM or deployment size of TAX FAVORED RETIREMENT?

No AUM figure or deployment amount has been publicly reported for TAX FAVORED RETIREMENT. The firm does not disclose its scale through any known source.

### In which regions or countries does TAX FAVORED RETIREMENT operate?

No geographic footprint—headquarters city, country, or additional offices—has been publicly confirmed for TAX FAVORED RETIREMENT. Available records do not specify its operational regions.

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Last updated: 2026-08-11T15:08:18.003Z

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