Senior Tax Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Senior Tax Advisory Group, Inc. serves individual clients, including high‑net‑worth individuals, by recommending and monitoring third‑party investment advisers to manage client accounts. The firm reports discretionary management of model‑based portfolios and approximately $122.8 million in assets under management.
The firm uses an asset‑allocation approach that relies largely on exchange‑traded funds and client suitability information to select one or more co‑adviser model portfolios. Co‑advisers are responsible for portfolio management, trading, reporting and custodian reconciliation while Senior Tax Advisory Group conducts ongoing monitoring and retains authority to establish or terminate co‑advisers and reallocate accounts among models.
Noteworthy features include a high client load—about 800 clients served by three advisors—which suggests a more standardized, model‑driven service structure than firms with lower client‑to‑advisor ratios. The firm is affiliated with a licensed insurance agency and its owners and associates may receive commissions for insurance products, a disclosed conflict of interest the firm says it seeks to mitigate.
Client services
Expertise
Fee options
$0+: 0.10% +: up to 2.00%
Earnings from commissions for the sale of insurance products separate from advisory fees.
Main office
See office6775 Rangewood Dr.
Colorado Springs CO 80918
Advisors at this office
3
Offices (2)
Most active in
Arizona · Colorado · Florida · Georgia · Illinois · Iowa · Michigan · Missouri · New Mexico · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Virginia · Wyoming
Also doing business as
Senior Tax Advisory Group, Inc · Senior Tax Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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