About this location
AVANTAX PLANNING PARTNERS, INC. offers pension consulting services, portfolio management for businesses, selection of other advisers, portfolio management for individuals and/or small businesses, financial planning services and also performs business activities as registered representative of a broker-dealer, insurance broker or agent.
Time in Business
No submission
Total Assets Under Management
$5,785,921,128
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Fixed fees
Advisors at This Location
Samuel Angelo
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Ivan Gruhl
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John Crowe
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Michele Lee
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Brian Cose
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Brian Schmidt
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Jack Desantis
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Emil Rufolo
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Evan Guido
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Francis Dardis
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Matthew Morey
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Patrick Di Fazio
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Jeffrey Callahan
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Andrew Watts
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Stanley Warner
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Jennifer Hutchins
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Brian Russ
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Jennifer Daughetee
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Davin Carey
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Christopher Manternach
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Trevor Thomas
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Matthew Gagnon
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Matthew Cash
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Kevin O Connor
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Christopher Allan
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Jeffrey Murry
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Deanna Wille
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Nicholas Heiar
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Julie Wilson
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Christopher Sullivan
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Meryl Futey
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Scott Schemmel
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Kelly Edmonds
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Christina Hoffmann
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Neal Robinson
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Taylor Herbst
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Scott Hoyles
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Lawrence Mayer
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Brian Carrillo
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Nicholas Bishop
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Laura Gillen
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Amanda Renda
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Brian Griffin
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Stephanie Bussan
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Steven Mc Donough
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Daniyal Ahmed
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Nicholas Kruse
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Austin Schaul
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Jacob Rosalez
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Sam Di Giovanni
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Amanda Lane
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