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FINANCIAL & TAX ARCHITECTS, LLC

ST. LOUIS, MO · CRD 119169 · IAPD ↗ · summitretirementplanning.com · 314-858-1122

$506.2MRegulatory AUM
40Advisory reps
71Employees
0Clients
101-250Planning clients
0Private funds
36States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
June 2026 — FINANCIAL & TAX ARCHITECTS, LLC added office(s): 20 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
February 2026 — FINANCIAL & TAX ARCHITECTS, LLC changed its website from scoutfinancialgroup.com to summitretirementplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
February 2026 — FINANCIAL & TAX ARCHITECTS, LLC crossed $500M in regulatory AUM ($443.0M -> $506.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
February 2026 — FINANCIAL & TAX ARCHITECTS, LLC grew from 24 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
January 2026 — FINANCIAL & TAX ARCHITECTS, LLC notice-filed in NE, VT, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — FINANCIAL & TAX ARCHITECTS, LLC added office(s): 18 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2025 — FINANCIAL & TAX ARCHITECTS, LLC notice-filed in IA, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
September 2024 — FINANCIAL & TAX ARCHITECTS, LLC changed its website from professionalgroupinc.com to scoutfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
September 2024 — FINANCIAL & TAX ARCHITECTS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — FINANCIAL & TAX ARCHITECTS, LLC added office(s): 17 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
August 2024 — FINANCIAL & TAX ARCHITECTS, LLC changed its website from knoxvilleretirementplanner.com to professionalgroupinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2024 — FINANCIAL & TAX ARCHITECTS, LLC notice-filed in AL, IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — FINANCIAL & TAX ARCHITECTS, LLC added office(s): 16 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
May 2024 — FINANCIAL & TAX ARCHITECTS, LLC changed its website from fta-ria.com to knoxvilleretirementplanner.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — FINANCIAL & TAX ARCHITECTS, LLC notice-filed in AR, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — FINANCIAL & TAX ARCHITECTS, LLC added office(s): 7 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
76
April 2024 — FINANCIAL & TAX ARCHITECTS, LLC grew from 17 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.