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Erion Kafazi

Financial & TAX Architects, LLC

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About Erion Kafazi

Erion Kafazi is an investment advisor representative with Financial & Tax Architects, LLC based in St. Louis, Missouri. Erion has been in the financial industry since 2013 and is registered in Missouri. Erion specializes in financial planning, portfolio management for individuals, and sub-advisory services.

Firm Information

Erion Kafazi is currently registered with Financial & TAX Architects, LLC. Financial & TAX Architects, LLC is a St. Louis, MO-based investment advisor firm with approximately $409.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and other investment advisors. They specialize in retirement planning and offer educational seminars. Their client base includes high-net-worth individuals and other individuals.
Financial & TAX Architects, LLC

12412 POWERSCOURT DRIVE

ST. LOUIS, MO 63131

$409.93M

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erion Kafazi’s Registration & Firm History

MO

01/17/2023 - Present

Financial & TAX Architects, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 12/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erion Kafazi.
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