Alan Keltner is a registered investment advisor at Avantax Planning Partners, INC., based in Manchester, IA, with 26 years of industry experience. Alan 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
217 North Franklin, Manchester, IA, 52057
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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 Activities
Alan is a CPA and Treasurer at Gosling & Company, P.C. since 1986, dedicating full-time hours to this role. He also works as an Investment Advisor Representative at Gosling Financial Services, LLC, spending minimal time on this activity, and owns Keltner Enterprises, buying and selling antiques for a few hours per week.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Proequities, INC.Broker
State Registrations1 state
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