Scott Hoyles is a registered investment advisor at Avantax Planning Partners, INC., based in Roseville, MN, with 12 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,370 clients with $7.6B 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% |
Fees are negotiable. Maximum annual management fee is 2.5%.
Fee Estimator
Location
2675 Long Lake Rd., Roseville, MN, 55113
Get directionsHistory
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
Scott is a tax principal at Olsen Thielen & Co, a public accounting firm, since 2008. He works approximately 200 hours per month, managing personnel taxes, reviewing return compliance, and leading the Business Accounting Solutions niche.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John Hanselman, CFPKingsview Wealth Management, LLC
- Russell Rogers, CFPSummit Investment Advisory Services
- Nicholas Uzpen, ChFCEdward Jones
- Juei Chang, CFPTransamerica Financial Advisors, LLC
- Thomas Berlin, CFP, ChFCEdward Jones
- Todd Utecht, CFA, CFPLPL Financial LLC