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Avantax Planning Partners, Inc.

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Total assets under management

$6,933,162,284

More info

Total clients

7,580

14% high-net worth

Total advisors

254

of 254 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

30

Average account size

$914,665

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees for stand-alone financial planning services, negotiable

Percentage

$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%

Project-based

Hourly fees for stand-alone financial planning services, negotiable

Other

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

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Avantax Planning Partners, Inc.

3390 Asbury Road

Dubuque IA 52002-2801, United States

Number of offices

174

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X YouTube 563-582-2855

Advisors at this firm

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Michael G

Series 63, Series 65

Des Moines, IA

Avantax Planning Partners, Inc.
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Marcia L

CFP®, Series 66

Louisville, KY

Avantax Planning Partners, Inc.
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Deidre B

Series 65

Rapid City, SD

Avantax Planning Partners, Inc.
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Nathan H

Series 65

Huntsville, AL

Avantax Planning Partners, Inc.
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Alan K

Series 63, Series 65

Laurens, IA

Avantax Planning Partners, Inc.
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Kathleen K

PFS™, Series 66

Dubuque, IA

Avantax Planning Partners, Inc.
user avatar

Kyle W

PFS™

Louisville, KY

Avantax Planning Partners, Inc.
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Nicholas K

CFP®, Series 66

Dubuque, IA

Avantax Planning Partners, Inc.
user avatar

Matthew N

PFS™

Oshkosh, WI

Avantax Planning Partners, Inc.
user avatar

Christopher M

Series 63, Series 65

Dubuque, IA

Avantax Planning Partners, Inc.
user avatar

John C

Series 63, Series 65

Parsippany, NJ

Avantax Planning Partners, Inc.
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Deanna Q

Series 63, Series 65

Rock Island, IL

Avantax Planning Partners, Inc.
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Troy C

Series 63, Series 65

Centennial, CO

Avantax Planning Partners, Inc.
user avatar

Ruth G

Series 63, Series 65

Skokie, IL

Avantax Planning Partners, Inc.
user avatar

Mordechai T

Series 65

Woodland Hills, CA

Avantax Planning Partners, Inc.
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