Gregory Hammonds
Gregory Hammonds is a registered investment advisor at Avantax Planning Partners, INC., based in Mcdonough, GA, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 8,371 clients with $6.9B 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% |
Fee Estimator
Location
1200 Keys Ferry Court, Mcdonough, GA, 30253
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is a director at a local bank, trustee for multiple trusts (including life insurance trusts), a member of WHT Advisory Services LLC, and CEO of Whaley Hammonds PC (a CPA firm). He is also an insurance agent for Avantax Insurance and an investment advisor representative for Avantax Planning Partners Inc., dedicating minimal time to insurance sales and a few hours per week to financial planning.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Avantax Planning Partners, INC.
1717 Capital Management Company
State Registrations1 state
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