Richard Runde is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 11 years of industry experience. Richard 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 John F. Kennedy Road, Dubuque, IA, 52004
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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
Richard is a CPA and partner at Honkamp Krueger & Co, dedicating full-time hours to providing accounting and tax services. He is also an advisor at Honkamp Krueger Financial Services Inc.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Investment Advisors
Proequities, INC.Broker
State Registrations1 state
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