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Avantax Planning Partners, Inc.
Dubuque, Iowa
5.0
2 Reviews
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 o...see more
Assets Under Mgmt
$5.46B
Investment Professionals
239
Locations
89
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Avantax Planning Partners, Inc.
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