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
8 years
Location
Lenexa, KS 66215
Family Investment Center
Team
Taren Mcmurray is a CFP® and holds a Series 65 license with eight years of industry experience. She has worked at Family Investment Center since 2018 and previously spent 11 years at GTRUST Financial Partners. Family Investment Center is a registered investment adviser with a team of 12 advisors managing approximately $689 million for nearly 900 clients. The firm serves individuals, families including high-net-worth clients, pension plans, charitable organizations, and businesses, offering discretionary and non-discretionary portfolio management alongside comprehensive financial planning. Their investment approach emphasizes fundamental, long-term strategies with diversification and tax-aware considerations, and they incorporate client education through newsletters and seminars as part of their service model.
Based on Family Investment Center
Based on Family Investment Center
Flat retainer fee arrangements possible in some circumstances; also fixed financial planning fees.
$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 fees for financial planning, negotiated per agreement.
Fee-only: Financial planning fees on annual basis ranging from $2,000 to $30,000 in the Initial Year; renewal fees ranging 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
8 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
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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