Erion
Kafazi

Financial & Tax Architects, LLC

CRD#7686163
Investment Advisor
in Saint Louis, MO

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About this Advisor

Erion Kafazi is a financial advisor based in Saint Louis, Missouri. Kafazi is an employee of Financial & Tax Architects, LLC. Over the course of their career, Kafazi has held roles at Zike LTD, Dunkin Donuts, Doubletree By Hilton Hotel, Globe Life Liberty National Division: Tony Difilippo Agency and Financial & Tax Architects. Kafazi maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Missouri. Financial & Tax Architects, LLC is an advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in six locations and a total of 26 people on staff. It manages $317 million in assets under management across its 3,059 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 3,059 customer accounts, 17% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Financial & Tax Architects, LLC likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12412 Powerscourt Drive Suite 25
Saint Louis, MO 63131

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Financial & Tax Architects, LLC Brokerage Details

Total Assets Under Management

$317,160,000

MO Average: $11,469,110,461
Total Number of Employees

26

MO Average: 458
Total Number of Accounts

3,059

MO Average: 33,415
Average Account Size

$103,681

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Erion Kafazi Work History

Erion has been registered as a financial advisor for 0 years.*

2021 - Present (3 years)

Financial & Tax Architects

2020 - 2021 (1 year)

Globe Life Liberty National Division: Tony Difilippo Agency

2017 - 2017 (< 1 year)

Dunkin Donuts

2017 - 2020 (3 years)

Doubletree By Hilton Hotel

2013 - 2017 (4 years)

Zike LTD

*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 Erion Kafazi 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

Erion Kafazi
Saint Louis, MO
Scott Peterson
Saint Louis, MO
Jason Smitka
Overland Park, KS
Alan Johnson
Upper Marlboro, MD
Gordon Haave
Saint Louis, MO
Mark Kukielski
Saint Louis, MO
William Smith
Saint Louis, MO
Alan Schmidt
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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