Jill Kaz is a CFP-designated registered investment advisor at Avantax Planning Partners, INC., based in Lake Forest, IL, with 13 years of industry experience. Jill 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
Lake Forest, IL
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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
Hemington Wealth Management
Strategic Wealth Partners
Isto Advisors, LLC
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
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