Michael
Rojas
Financial & Tax Architects, LLC
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About this Advisor
Michael Rojas is a financial advisor who works in Chandler, Arizona with 4 years of industry experience. Rojas is an employee of Financial & Tax Architects, LLC. During their career, Rojas has held roles at Legacy Estate Group and Financial & Tax Architects, Inc. Rojas has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Financial & Tax Architects, LLC is a firm based out of Saint Louis, MO. The investment advisory business has offices in six locations and a total of 26 advisors. It controls $317 million in assets under management between its 3,059 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 3,059 accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets. Financial & Tax Architects, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types billed by Financial & Tax Architects, LLC may include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial & Tax Architects, LLC Brokerage Details
$317,160,000
26
3,059
$103,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Michael Rojas Work History
Michael has been registered as a financial advisor for 4 years.*
Financial & Tax Architects, Inc
Legacy Estate Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Rojas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial & Tax Architects, LLC
Saint Louis, MO
Upper Marlboro, MD
Saint Louis, MO
Overland Park, KS
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Edina, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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