Brian
Hathhorn
Avantax Advisory Services
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About this Advisor
Brian Hathhorn is a personal financial specialist based in Leawood, Kansas with a total of 1 year of industry experience. Hathhorn is an advisor for Avantax Advisory Services. Their career trajectory has included roles at H.D. Vest Investment Services, Hathhorn, Cpa Lc, Heartland Presbytery, Aicpa, Avila University, Avantax Advisory Services, Commenco Wireless, LLC, Accounting Air LLC, Grandview Tax And Accounting LLC, Hathhorn Cpa- Ejc, LLC, Parallelrays, LLC, Three Trails Tax And Accounting LLC, National American University, Hathhorn Cpa Lc and Compact Cafe, Inc. Hathhorn can serve investors in Kansas and Missouri. Avantax Advisory Services is a financial advisory business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 employees. It oversees $31 billion in assets under management among its 123,393 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 123,393 customer accounts, just 6% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types billed by Avantax Advisory Services likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Brian Hathhorn Work History
Brian has been registered as a financial advisor for 1 years.*
Avantax Advisory Services
Hathhorn Cpa- Ejc, LLC
Accounting Air LLC
Grandview Tax And Accounting LLC
Three Trails Tax And Accounting LLC
Hathhorn, Cpa Lc
Hathhorn Cpa Lc
Aicpa
Compact Cafe, Inc
Commenco Wireless, LLC
Avila University
H.D. Vest Investment Services
Heartland Presbytery
National American University
Parallelrays, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brian Hathhorn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Lansdale, PA
Irving, TX
Ann Arbor, MI
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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