Gregory Burbach is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 21 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
2345 Jfk Road, Dubuque, IA, 52002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is the President and Managing Partner of a public accounting firm, Honkamp Krueger & Co. P.C., taking up nearly full-time. He also has several other business activities, including being a Member-Owner of a real estate rental entity, a Board Member and Shareholder of a local manufacturer, a Board Member for the Catholic Charities Foundation, a Board Member and Board Treasurer for the Dubuque Boys & Girls Club, and a Shareholder of a payroll services startup company. These activities take minimal time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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