Scott Hoyles is a registered investment advisor at Avantax Planning Partners, INC., based in Roseville, MN, with 11 years of industry experience. Scott 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
2675 Long Lake Rd., Roseville, MN, 55113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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