Terra Norton
Terra Norton is a registered investment advisor at Avantax Planning Partners, INC., based in Gillette, WY, with 21 years of industry experience. Terra 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
2001 West Lakeway Rd, Ste A, Gillette, WY, 82718
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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
Terra is a partner and accountant at Above the Line Certified Public Accountants, and also an independent RIA with Avantax Planning Partners. She is also an insurance agent licensed to sell life, health, and disability insurance through Avantax Insurance Agency/Services, and a volunteer board member at the Women's Resource Center of Northeast Wyoming.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Avantax Investment Services, INC.Broker
Proequities, INC.Broker
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.