AVANTAX PLANNING PARTNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$7,569,387,166
Discretionary
$7,564,117,464
Non-discretionary
$5,269,702
Firm details
- CRD number
- 106237
- SEC file number
- 801-50939
- Main office
- DUBUQUE, IA, United States
- Employees
- 261
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.