Susan Thompson is a registered investment advisor at Avantax Planning Partners, INC., based in Tampa, FL, with 25 years of industry experience. Susan 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
101 E. Kennedy Boulevard, Suite 1460, Tampa, FL, 33602
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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
Susan is a Principal and CPA at a regional CPA firm, Christopher, Smith, Leonard, Bristow & Stanell, P.A., working full-time providing typical public accounting services. She also serves as a Director/Trustee for The Saunders Foundation and as a Trustee of a Trust, dedicating minimal time to each role.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Peninsula Asset Management INC
State Registrations1 state
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