Jeremy Ryan is a registered investment advisor at Avantax Planning Partners, INC., based in Centennial, CO, with 5 years of industry experience. Jeremy 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
6025 South Quebec Street, Suite 260, Centennial, CO, 80111
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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
Jeremy is a managing partner at Watson Coon Ryan, LLC, which provides office space to tax preparation firms. He spends minimal time on this activity, primarily renewing fee agreements.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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