Taren Rae Mcmurray
Advisor at Family Investment Center — Lenexa, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
7 years
Location
Lenexa, KS 66215
Family Investment Center
Team
Taren Mcmurray is a CFP® with seven years of industry experience, currently serving as a financial advisor at Family Investment Center since 2018. Prior to joining Family Investment Center, he worked for GTRUST Financial Partners for eleven years. Family Investment Center advises individuals, families, charitable organizations, and businesses, providing portfolio management and comprehensive financial planning services that include tax preparation, insurance review, retirement and estate plan evaluations, and investment planning. The firm employs a long-term investment approach based on fundamental security analysis and serves over 800 clients with approximately $596 million in assets under management.
Based on Family Investment Center
Flat retainer fees may be agreed upon in some circumstances for financial planning.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Hourly financial planning fees may be charged; specific rates not stated.
Fee-only: Financial planning fees ranging from $2,000 to $30,000 for the first year; renewal fees from $600 to $12,000 annually, payable monthly, quarterly, or semi-annually in advance.
Lenexa, KS
11253 Strang Line Road
Lenexa KS 66215
Advisors at this office
4
Kansas · Missouri · Texas
7 years of industry experience
Family Investment Center
2018 - Present • 8 years
Lenexa, KS
Family Investment Center
2018 - Present • 8 years
Lenexa, KS
GTRUST Financial Partners
2007 - 2018 • 11 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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