# Senior Tax Advisory Group, Inc.

> Senior Tax Advisory Group, Inc. is an SEC-registered investment advisory firm in Colorado Springs, CO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 318058
- Filed as: SENIOR TAX ADVISORY GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Colorado Springs, CO
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318058
- AdvisorCensus page: https://advisorcensus.com/firm/senior-tax-advisory-group-inc-colorado-springs-co-318058

## Quick answers

**How is Senior Tax Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Senior Tax Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; commissions.

**What does Senior Tax Advisory Group, Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 15, 2026 states: Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Senior Tax Advisory Group, Inc. located?**
Senior Tax Advisory Group, Inc.'s principal office is in Colorado Springs, CO, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Senior Tax Advisory Group, Inc. registered with the SEC or a state?**
Senior Tax Advisory Group, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 318058.

**How much does Senior Tax Advisory Group, Inc. manage?**
Senior Tax Advisory Group, Inc. reports $122,781,042 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (100% discretionary).

**How have Senior Tax Advisory Group, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Senior Tax Advisory Group, Inc.: Regulatory assets under management: $101,991,312 in the October 2022 data and $122,781,042 in the October 2026 data, up 20%. Total employees: 2 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Senior Tax Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (797); high net worth individuals (5).

**Which custodians does Senior Tax Advisory Group, Inc. use?**
Senior Tax Advisory Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Senior Tax Advisory Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318058

**Does Senior Tax Advisory Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 15, 2026 says: "We offer our services to individuals and high net worth individuals. We do not require a minimum account size."

**What changed in Senior Tax Advisory Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $88,485,973 to $122,781,042 (+39%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Commissions

### Fees and minimums (Form ADV Part 2A brochure dated March 15, 2026)

- Asset-based fee: 0.1% to 2% a year (a range, as the brochure states it)

> Our annual fee ranges from 0.10% to 2.00%. The Co-adviser’s fee is included in our management. The fee is negotiable and varies based on the size of the account.

- Account minimum: None

> We offer our services to individuals and high net worth individuals. We do not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $122,781,042
- Discretionary: $122,781,042
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 797 | $106,630,346 |
| High net worth individuals | 5 | $16,150,696 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, GA, IA, IL, MI, MO, NM, PA, SD, TN, TX, UT, VA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Casper, WY

### Websites listed on Form ADV (Item 1.I)
- nextdoor.com/business-profile
- springstax.com
- yelp.com/biz/senior-tax-advisory-group-colorado-springs
- Facebook @SeniorTaxAdvisoryGroup
- X @seniortax
- YouTube @seniortaxadvisorygroup6606

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $101,991,312 | 2 | June 28, 2022 |
| October 2023 | $50,086,638 | 2 | March 31, 2023 |
| October 2024 | $61,412,441 | 3 | March 27, 2024 |
| October 2025 | $88,485,973 | 4 | March 23, 2025 |
| October 2026 | $122,781,042 | 6 | March 15, 2026 |

Regulatory assets under management: $101,991,312 in the October 2022 data and $122,781,042 in the October 2026 data, up 20%.
Total employees: 2 in October 2022 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $88,485,973 to $122,781,042 (+39%).

### January 2026
- No longer registered or notice-filed in CA, MD.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Senior Tax Advisory Group, Inc. (CRD 318058): Form ADV filing data as of October 2026.