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
Dubuque, IA 52002-2801
Credentials
PFS™, Series 66
Industry experience
22 years
Fixed fees for stand-alone financial planning services, negotiable
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.60%
Hourly fees for stand-alone financial planning services, negotiable
Account minimum: No minimum for asset management and financial planning services; $125,000 minimum for Collateralized, Non-purpose Loan Program Fee-only: Fixed or hourly fees for stand-alone financial planning services, negotiable depending on scope and Financial Professional
Cetera Investment Advisers LLC
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Avantax Planning Partners, Inc.
2024 - Present (2 years)
Avantax Solutions, LLC
2024 - Present (2 years)
Avantax Insurance Agency and/or Avantax Insurance Services
2020 - 2025 (5 years)
Avantax Advisory services
2019 - 2025 (6 years)
Avantax Investment Services, INC.
2019 - 2025 (6 years)
Avantax Insurance Services, INC.
2007 - 2025 (18 years)
1ST Global Advisors, Inc.
2003 - 2019 (16 years)
1ST Global Capital Corp.
2003 - 2019 (16 years)
Sweeney Kovar, LLP
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")