Tfb Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 321870
· SEC file 801-126142
· Overland Park, KS
· www.taxfavoredbenefits.com
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ADV data as of Apr 27, 2026
- Regulatory AUM
- $840M
- Discretionary
- $840M
- Clients
- 1,355
- Avg AUM / client
- $620K
- Accounts
- 2,832
- Employees
- 23
AUM over time
$0
$860M
Jun 2022
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,156 | $369M | 44.0% |
| High net worth individuals | 170 | $429M | 51.0% |
| Pension and profit sharing plans | 8 | $8.2M | 0.98% |
| Charitable organizations | 4 | $1.4M | 0.17% |
| Corporations and other businesses | 17 | $32.6M | 3.89% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam D Bettis | Member | Apr 2022 (4y) | 5% – 10% | |
| Daniel Gerard Dolan | Member | Chartered Financial Consultant | Apr 2022 (4y) | 5% – 10% |
| David Butler Wentz | Managing Member | Apr 2022 (4y) | 50% – 75% | |
| Jeffrey Ethan Pytlinski | President | Apr 2022 (4y) | Less than 5% | |
| Paul Joshua Selzer | Member | Apr 2022 (4y) | 10% – 25% | |
| Timothy Gaigals | Member | CFP | Apr 2022 (4y) | 10% – 25% |
| William Grant Stapp | Member | Apr 2022 (4y) | 10% – 25% | |
| Gordon Lee Thorn | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Barry Kendall Villaverde | Registered representative | Aug 2022 (4y) | ||
| Dee William James | Registered representative | Aug 2022 (4y) | ||
| Robert Alan Shay | Registered representative | Aug 2022 (4y) | ||
| William Craig Male | Registered representative | Aug 2022 (4y) | ||
| Craig M Hallier | Registered representative | CFA | Aug 2022 (4y) | |
| Ralph David Wentz | Registered representative | Chartered Financial Consultant | Aug 2022 (4y) | |
| Thomas Baker Mullinix | Registered representative | Aug 2022 (4y) | ||
| Vance Simon Wentz | Registered representative | CFP | Aug 2022 (4y) | |
| Ray Edward Smith | Registered representative | Chartered Financial Consultant | Aug 2022 (4y) | |
| Jaxson Nolen Wentworth | Registered representative | Nov 2024 (2y) | ||
| William Kenneth Stapp | Registered representative | Mar 2025 (1y) | ||
| Samuel Boers | Registered representative | Sep 2025 (1y) | ||
| Samuel Moritz Pedrotti | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (16)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pinch Flatbed, Inc. 401(k) Plan | Pinch Flatbed, Inc. | 196 | $2.8M | 04/01/2024 |
| Hannibal Regional Hospital Retirement Savings Plan | Hannibal Regional Healthcare System, Inc. | 1,627 | $130M | 01/01/2024 |
| Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust | Lawrence Paper Company | 325 | $32.9M | 01/01/2024 |
| Sydenstricker Nobbe Partners 401(k) Profit Sharing Plan And Trust | Sydenstricker Nobbe Partners, Inc. | 793 | $68.6M | 01/01/2024 |
| Cope Plastics, Inc. Profit Sharing Plan | Cope Plastics, Inc. | 339 | $45.0M | 01/01/2024 |
| Butler National Corporation 401(k) Profit Sharing Plan | Butler National Corporation | 129 | $30.8M | 01/01/2024 |
| Bhcmc, Llc 401(k) Profit Sharing Plan | Boot Hill Casino & Resort | 191 | $3.5M | 01/01/2024 |
| Midland Industries, Llc Safe Harbor 401(k) Plan & Trust | Vianney Industries, Llc, Dba Midland Industries | 164 | $20.0M | 01/01/2024 |
| Shook, Hardy & Bacon 401(k) Profit Sharing Plan | Shook, Hardy & Bacon L.L.P. | 1,204 | $651M | 01/01/2024 |
| South Plains Implement, Ltd 401 K Plan | South Plains Implement, Ltd | 341 | $34.4M | 01/01/2024 |
| Hughesleahykarlovic, Inc. 401(k) Plan | Hughesleahykarlovic, Inc. | 121 | $20.5M | 01/01/2024 |
| Ozarks Healthcare 403(b) Plan | Ozarks Healthcare | 1,184 | $52.6M | 01/01/2024 |
| Centric Construction Group, Llc. 401(k) P/S Plan | Centric Construction Group, Llc. | 173 | $9.4M | 01/01/2024 |
| Dimensional Innovations, Inc. 401(k) Plan | Dimensional Innovations, Inc. | 236 | $17.0M | 01/01/2024 |
| Favorite Healthcare Staffing 401(k) Plan | Favorite Healthcare Staffing Llc | 2,105 | $38.6M | 01/01/2024 |
| S & H Farm Supply Employee Savings & Retirement Pl | S & H Farm Supply, Inc. | 201 | $6.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $473M (56% of AUM) Apr 2026
- Assetmark Trust Company $329M (39% of AUM) Apr 2026
- Asset Mark $329M (39% of AUM) Apr 2026
- Brinker Capital Securities, Inc. $4.4M (1% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗