Jon Thoms
Jon Thoms is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 12 years of industry experience. Jon 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.
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
Jon is a CPA and partner at Honkamp Krueger & Co PC, dedicating nearly all his time to this role. He also holds various partner/member positions in real estate, investment, and holding companies, as well as board member positions in community organizations, and sells insurance products through Honkamp Krueger Fin. Svs, Inc.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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