Vincent Ryan is a registered investment advisor at Avantax Planning Partners, INC., based in Chadron, NE, with 17 years of industry experience. Vincent 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
201 Main Street, Chadron, NE, 69337
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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
Vincent is a check signor for Clay Creek Ranch LLC, involved in ranchland real estate leasing, wild game hunt leasing/guiding, real estate improvement, and real estate acquisition. He spends minimal time on this activity.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Allen Capital Group, LLC
Honkamp Krueger Financial Services INC
Falco Financial Services, INC.
State Registrations1 state
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