Financial & Tax Architects, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

119169

SEC number

801-114688

Firm type

RIA

Assets under management

$506.2M as of Jun 18, 2026

Website

www.summitretirementplanning.com ↗

Phone

314-858-1122

Address

12412 Powerscourt Drive, St. Louis, MO, 63131

Advisors at this firm

37 in our index · page 1 of 1

• Brayden Brian AdamsCRD 8149214 · Columbia, SC
  IA Registered
• David Terrance AndersonCRD 6617563 · Chicago, IL
  IA Registered
• Robert Cain AtkinsonCRD 8104736 · Franklin, TN
  IA Registered
• David Scott BrooksCRD 1920936 · St. Louis, MO
  IA Registered
  Disclosure event(s) on record
• Anthony Lee BrownCRD 6330331 · Plano, TX
  IA RegisteredRegistration inactive
• Jordan Daniel BlantonCRD 8136034 · St. Louis, MO
  IA Registered
• Cody Lee BrownCRD 8154169 · St. Louis, MO
  IA Registered
• Andrew Vincent ClausCRD 6241052 · St. Louis, MO
  IA Registered
• Gregory Scott CreelCRD 6460752 · Franklin, TN
  IA RegisteredRegistration inactive
• Gary R DavisCRD 2910213 · Las Vegas, NV
  IA RegisteredRegistration inactive
• James M FoxCRD 5712817 · Chicago, IL
  IA RegisteredRegistration inactive
• Donald GastonCRD 7297712 · St. Louis, MO
  IA RegisteredRegistration inactive
• Anthony Christopher GitchoCRD 7356768 · St. Louis, MO
  IA RegisteredRegistration inactive
• Joseph GohCRD 6881039 · Plano, TX
  IA RegisteredRegistration inactive
• Gordon Christopher HaaveCRD 4919955 · St. Louis, MO
  IA Registered
• Jason Todd HillCRD 3209702 · Luther, OK
  IA Registered
• Ryan Leigh HillCRD 7908771 · Edmond, OK
  IA Registered
• Brian Patrick HoodjerCRD 4941216 · Urbandale, IA
  IA Registered
• Brett J HenissCRD 7601737 · Oak Brook, IL
  IA Registered
• Joseph E HortonCRD 3161256 · Plano, TX
  IA RegisteredRegistration inactive
• Alan Dwayne JohnsonCRD 2561928 · Largo, MD
  IA Registered
• Roy Davidson JonesCRD 5021002 · Florence, SC
  IA Registered
• Erion KafaziCRD 7686163 · St. Louis, MO
  IA Registered
• Sean Timothy KenneyCRD 7803476 · St. Louis, MO
  IA Registered
• Randall Albert KnappCRD 6414977 · Ten Mile, TN
  IA Registered
• Michael Henrik KurthCRD 6157919 · Leander, TX
  IA Registered
• Mark Robin KukielskiCRD 6869664 · St. Louis, MO
  IA Registered
• Catherine Soo LoquetCRD 3021480 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Ronald MendozaCRD 6134217 · Valencia, CA
  IA Registered
• Scott M PetersonCRD 5999160 · St. Louis, MO
  IA RegisteredRegistration inactive
• Alan Bradley SchmidtCRD 6432350 · Edina, MN
  IA Registered
  Disclosure event(s) on record
• Jason James SmitkaCRD 3079456 · Overland Park, KS
  IA RegisteredRegistration inactive
• Mia Kristina SulakCRD 6464577 · Agoura Hills, CA
  IA Registered
• Cassandra Michelle SanchezCRD 6914610 · Plano, TX
  IA RegisteredRegistration inactive
• Paul Albert StoutCRD 6989340 · Knoxville, TN
  IA Registered
• Michael Brian WofseyCRD 6132603 · Coeur D'alene, ID
  IA RegisteredRegistration inactive
• Justin YooCRD 8082762 · Frederick, MD
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.