Anita Kalafut is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Coon Rapids, MN, with 12 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,370 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Maximum annual management fee is 2.5%.
Fee Estimator
Location
Coon Rapids, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Anita works as an Investment Adviser for both Avantax Planning Partners, Inc. and Summit Wealth Advocates, LLC, providing investment advice and financial planning services. She dedicates about half her time to Avantax and full-time hours to Summit Wealth Advocates.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Summit Wealth Advocates, LLC
Paradigm, Strategies in Wealth Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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