Keith Habel is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 6 years of industry experience. Keith 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 Rd, Dubuque, IA, 52001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keith is a partner, CPA, and equity owner with Honkamp Krueger & Co. P.C., dedicating nearly full-time hours to tax preparation, consulting, and bookkeeping. He is also a shareholder of HK Financial Services, Inc. and a member-owner of two real estate rental entities, HKFS Building Co., LLC and Law Building, LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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