# Tax Favored Retirement

> Tax Favored Retirement is a state-registered investment advisory firm in Kansas City, MO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 298519
- Filed as: TAX FAVORED RETIREMENT
- Legal name: APS Ventures, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kansas City, MO
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298519
- AdvisorCensus page: https://advisorcensus.com/firm/tax-favored-retirement-kansas-city-mo-298519

## Quick answers

**How is Tax Favored Retirement compensated?**
On its Form ADV (Item 5.E, October 2026), Tax Favored Retirement reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tax Favored Retirement located?**
Tax Favored Retirement's principal office is in Kansas City, MO, according to its Form ADV.

**Is Tax Favored Retirement registered with the SEC or a state?**
Tax Favored Retirement is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298519.

**How much does Tax Favored Retirement manage?**
Tax Favored Retirement reports $41,153,109 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Tax Favored Retirement serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (140); high net worth individuals (9).

**Does Tax Favored Retirement report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298519

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $41,153,109
- Discretionary: $41,153,109
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 140 | $24,858,818 |
| High net worth individuals | 9 | $16,294,291 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apsvllc.com
- taxfavoredretirement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tax Favored Retirement (CRD 298519): Form ADV filing data as of October 2026.