Ruth Goran
Ruth Goran is a registered investment advisor at Avantax Planning Partners, INC., based in Skokie, IL, with 24 years of industry experience. Ruth 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
8631 North Keeler Avenue, Skokie, IL, 60076
Get directionsHistory
Regulatory History (1)
Judgment / Lien
August 1989Other Business Activities
Ruth is the owner of a regional CPA firm, Ruth Goran, LLC, and spends full-time hours on public accounting services. She also dedicates time to Entertain2Educate, Creative Family Office, Inc., and Parks Earhart, a not-for-profit, as well as additional CPA tax practice work.
Employment History
Current Registrations
Avantax Planning Partners, INC.
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.