Deshayne Hoag is a registered investment advisor at Avantax Planning Partners, INC., based in Dubuque, IA, with 1 years of industry experience. Deshayne 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
3390 Asbury Road, Dubuque, IA, 52002-2801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deshayne is an income partner at Casey Peterson, LTD, providing tax, assurance, consulting, and financial advisory services, dedicating nearly full-time hours. Deshayne is also an independent advisor representative with Avantax Planning Partners, providing financial advisory services and spending minimal time on this role.
Employment History
Current Registrations
Avantax Planning Partners, INC.
State Registrations1 state
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