Cheryl Kenitzer is a registered investment advisor at Avantax Planning Partners, INC., based in Gillette, WY, with 9 years of industry experience. Cheryl 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
222 S. Gillette Ave, STE 700, Gillette, WY, 82716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl is a shareholder and the manager of the Gillette, Wyoming office for Casey Peterson & Associates, LTD, a CPA firm. She has worked with the firm since 1996, dedicating nearly full-time hours to managing staff, preparing tax returns, and serving as the audit partner for the employee benefit plan audit practice.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations2 states
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