Amanda Lane is a registered investment advisor at Avantax Planning Partners, INC., based in Cedar Rapids, IA, with 4 years of industry experience. Amanda 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
Cedar Rapids, IA
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
Amanda is a manager at TDT CPAs and Advisors, PC, a public accounting firm with wealth management services, dedicating nearly full-time hours to this role. She also serves as a committee member at St. John's Lutheran Church, requiring minimal time, and is a manager at TDT Wealth Services LLC, spending a few hours per week on decision-making for the entity.
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
- Dalton Bickford, CFP, ChFCChoreo, LLC
- Scott Hume, CFPBerthel Fisher & Company Financial Services, INC.
- Jordan Kuehner, CFPCommonwealth Financial Network
- Jeffrey Johnson, ChFCEdward Jones
- Robert Milbrath, CFPEdward Jones
- William Hahesy, CFAGrit Family Office, LLC