Gary Augustine
Gary Augustine is a registered investment advisor at Avantax Planning Partners, INC., based in Seven Fields, PA, with 36 years of industry experience. Gary 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
310 Seven Fields Blvd, Suite 161, Seven Fields, PA, 16046
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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 →Employment History
Current Registrations
Avantax Planning Partners, INC.
Previous Registrations
Stratos Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Gierl Augustine Investment Management, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
Uslife Equity Sales CORP.Broker
First American National Securities, INC.Broker
State Registrations2 states
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.