Assets Under Management
$6.9B
Number of Clients
8,371
Number of Advisors
265
Average Client AUM
$828K
AUM per Advisor
$26.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Avantax Planning Partners provides investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. They work with CPA firms and their professionals to assess client needs and provide suitable investment advisory products and services. The firm offers discretionary and non-discretionary management.
3390 Asbury Road, Dubuque, IA, 52002-2801