Brian Dervin is a registered investment advisor at Avantax Planning Partners, INC., based in Omaha, NE, with 17 years of industry experience. Brian 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
13434 A Street, Omaha, NE, 68144
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a partner and accountant at Schleiman Onken & Associates, and a shareholder and advisor with Financial Associates, LLC, spending full-time at the former. He also serves as treasurer for Pacific Pines Homeowners Association and ALS in the Heartland, and is a member-owner of Madison Avenue, LLC.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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