Advisor at Avantax Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Avantax Planning Partners, Inc.
Location
Beaver, UT 84713
Credentials
Series 65
Industry experience
3 years
Hunter Holt is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., bringing three years of industry experience. He has worked at Avantax Planning Partners since 2022 and holds management roles at H & B Endeavors LLP and 3H Inc., a CPA firm offering tax and bookkeeping services. Outside of advising, Holt is a partner in an LLC that manages residential rental properties. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, delivering discretionary portfolio management through model-based style allocation strategies and retirement plan management. The firm operates within a larger corporate group and offers tax-intelligent overlays and centralized trading through designated custodians.
Based on Avantax Planning Partners, Inc.
Based on Avantax Planning Partners, Inc.
Fixed fees may be charged for stand-alone financial planning services; specific amounts not stated.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Hourly fees may be charged for stand-alone financial planning services; specific rates not stated.
Fee-only: Fees for financial planning may be fixed or hourly based; included in Management Fee if part of asset management services.
190 N 100 E
Beaver, UT 84713
Utah
Avantax Planning Partners, Inc.
2022 - Present (4 years)
H & B Endeavors LLP
2020 - Present (6 years)
3H Inc.
2019 - Present (7 years)
Eide Bailly
2018 - 2018 (1 year)
Southern Utah University
2014 - 2017 (3 years)
Student
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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