Avantax Planning Partners, Inc., headquartered in Dubuque, IA, is a leading regional investment advisory firm with a strong presence and 90 offices nationwide. With a team of 239 dedicated professionals, all of whom specialize in providing investment advisory services, Avantax Planning Partners, Inc. stands out in the industry.
With an impressive average of approximately $324,520,000 in assets under management per investment advisor, Avantax Planning Partners, Inc. surpasses the industry average, showcasing their expertise in managing clients' financial portfolios. Their compensation structure is diverse, including a percentage of assets under management.
The firm takes pride in serving over 5,870 individual clients and effectively managing their assets, which amount to over $5,456,488,000. Although 401K and individual accounts represent less than 30% of their assets under management, Avantax Planning Partners, Inc. possesses the capability to effectively manage employer funds. Importantly, they exercise full discretion over the assets they manage.
In addition to their investment advisory services, Avantax Planning Partners, Inc. offers a range of other financial services, including being a registered representative of a broker-dealer and serving as an insurance broker or agent. This comprehensive approach enables them to cater to their clients' diverse financial needs.
The firm prides itself on its experienced team, with long-tenured advisors such as Linda Diebold, Robert Mccoy, and Wendy Sims, who bring a wealth of knowledge and expertise to their clients' financial journeys. Their commitment to providing personalized and reliable financial guidance has made Avantax Planning Partners, Inc. a trusted partner for individuals and businesses seeking expert financial advice.