Michael Henrik Kurth

Employer firm

Financial & Tax Architects, LLC CRD 119169

$506M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  Financial & Tax Architects, Llc
  Saint Louis, MO
• 11/2016 → 12/2022
  Heil Wealth Management
  San Diego, CA
• 12/2022 → 05/2023
  Cliftonlarsonallen
  Austin, TX
• 05/2023 → 04/2024
  Platform Accounting Group (Pag)
  Austin, TX
• 04/2024 → 07/2024
  Baldridge Financial
  Leander, TX
• 09/2024 → 02/2025
  Cst Group Cpa's And Business Advisors
  Leander, TX
• 06/2016 → 09/2016
  Unemployed
  San Diego, CA
• 02/2025 → Present
  Kurth Tax & Planning Pllc
  Leander, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-05

Designations

• Personal Financial Specialist