Justin Smithhisler
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.
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.
Location
Roseburg, OR 97470
Credentials
Series 63, Series 65
Industry experience
4 years
Justin Smithhisler is a financial advisor with Avantax Planning Partners, Inc. in Roseburg, OR, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at Cetera Wealth Services, Moss Adams LLP, Aldrich Advisors, and JP Morgan Chase. In addition to his advisory work, he serves as an associate at Wicks Emmett LLP, providing assurance and tax services to individuals and nonprofit organizations. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management overseen by an Investment Advisory Committee. The firm operates within a larger corporate group offering access to a range of affiliated broker-dealer, investment adviser, insurance, and pension consulting services.
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.
358 Ne Winchester St
Roseburg, OR 97470
Oregon
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Investment Services, Inc
2025 - Present (1 year)
Avantax Planning Partners
2024 - Present (2 years)
Wicks Emmett LLP
2023 - Present (3 years)
Justin Smithhisler
2023 - 2023 (1 year)
Stoner Electric
2021 - 2023 (2 years)
Moss Adams LLP
2019 - 2021 (2 years)
Aldrich Advisors
2017 - 2019 (2 years)
JP MORGAN CHASE BANK
2015 - 2017 (2 years)
JP Morgan Chase Securities LLC
2015 - 2017 (2 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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