Rami Kassissieh
Advisor at Avantax Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Avantax Planning Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Little Rock, AR 72212
Credentials
PFS™
Industry experience
1 year
Rami Kassissieh is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and over one year of experience in the industry. He has held roles at Avantax Planning Partners and Avantax Planning Partners, Inc. since 2024, and has a background that includes membership in HCJ CPAs & Advisors PLLC, where he has provided tax and attest services and served on the executive committee. Outside of advisory work, he is treasurer of Ice Man Men's Wear Inc., a retail clothing store in Little Rock, Arkansas. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and offers tax-intelligent overlays and centralized trading through designated custodians.
Based on Avantax Planning Partners, Inc.
Based on Avantax Planning Partners, Inc.
Fixed fees may be charged for stand-alone financial planning services; specific amounts not stated.
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.60% annually
Hourly fees may be charged for stand-alone financial planning services; specific rates not stated.
Fee-only: Fees for financial planning may be fixed or hourly based; included in Management Fee if part of asset management services.
11025 Anderson Dr., Suite 300
Little Rock, AR 72212
Arkansas
Avantax Planning Partners, Inc.
2024 - Present (2 years)
Avantax Planning Partners
2024 - Present (2 years)
JCL Southwest LLC
2023 - Present (3 years)
JCL Southwest LLC
2023 - Present (3 years)
HCJ CPAs & Advisors PLLC
2020 - Present (6 years)
HCJ CPAs & Advisors PLLC
2020 - Present (6 years)
Kassissieh Holdings LLC
2007 - Present (19 years)
Kassissieh Holdings LLC
2007 - Present (19 years)
Ice Man Men's Wear Inc.
2001 - Present (25 years)
Hudson, Cisne & Co. LLP
1998 - 2020 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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