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
Todd Holt is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2022. He has over two decades of experience in accounting and business consulting through his role as president of Holt & Company, which provides tax preparation, bookkeeping, payroll, and related services. Holt is also involved in managing commercial rental properties through his membership in T & N Enterprises, LLC and CUBC, LLC. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies and tax-intelligent overlays, supported by centralized trading and reporting.
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)
CUBC, LLC
2017 - Present (9 years)
Holt & Company
2013 - Present (13 years)
3H, Inc.
2002 - Present (24 years)
T & N Enterprises, LLC
1997 - Present (29 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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