Avantax Planning Partners

Dallas, Texas
Website:
https://www.avantax.com/planning-partners
106237
Dallas, Texas
Website:
https://www.avantax.com/planning-partners
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$6,377,152,299
Fee model
No items found.
Number of employees
0
Custodians
No items found.
Description

Locations

585 Stewart Ave Ste 306 Garden City NY 11530
5800 E Skelly Dr Ste 721 Tulsa OK 74135
5858 Secor Rd Toledo OH 43623
586 N French Rd Ste 1 Buffalo NY 14228
5869 SW 29th St Topeka KS 66614
5871 Allentown Rd Suitland MD 20746
591 W Hamilton Ave Ste 201 Campbell CA 95008
5912 5th Ave Brooklyn NY 11220
5920 Main St Buffalo NY 14221
5924 Davenhill Dr Plano TX 75093
5934 S Staples St Ste 203 Corpus Christi TX 78413
600 Johnson Ave Bohemia NY 11716
600 17th St Ste 2800S Denver CO 80202
60 Leo M Birmingham Pkwy Brighton MA 2135
5978 Old US Hwy 45 S Paducah KY 42003
600 E 1st St Casper WY 82601
601 SE 36th St Ste 139 Newton KS 67114
6009 S Sharon Ave Ste 101 Sioux Falls SD 57108
600 Parsippany Rd Ste 206 Parsippany NJ 7054
6016 Poplar Ct Bellvue CO 80512
605 E Main St Stigler OK 74462
603 Dolley Madison Rd Ste 212 Greensboro NC 27410
6050 Santo Rd Ste 240 San Diego CA 92124
610 N Santa Anita Ave Arcadia CA 91006
610 Sentry Pkwy Ste 200 Blue Bell PA 19422
615 W 18th St Wilmington DE 19802
614 Texas Pkwy Ste 300 Missouri City TX 77489
614 Maple St Myrtle Point OR 97458
610 W Broadway Ave Ste 101 Jackson WY 83001
618 Fairfield Ave Bellevue KY 41073
6220 W Corporate Oaks Dr Crystal River FL 34429
62 Ardsley Ct New Providence NJ 7974
622 Demuth St Ste 1 Johnstown PA 15904
6260 Lake Osprey Dr Sarasota FL 34240
625 Fairview Dr Ste 121 Carson City NV 89701
6301 S Cass Ave Ste 301 Westmont IL 60559
6320 W Forest Home Ave Milwaukee WI 53220
636 Cheyney Rd Ste 204 Springfield PA 19064
636 S Des Plaines River Rd Ste 300 Des Plaines IL 60016
6370 Brockton Ave Riverside CA 92506
639 E Yale St Ontario CA 91764
640 N Tustin Ave Ste 104 Santa Ana CA 92705
645 E Pittsburgh St Ste 116 Greensburg PA 15601
645 N La Cadena Dr Colton CA 92324
6402 Arlington Blvd Ste 900 Falls Church VA 22042
650 Ritchie Hwy Ste 203 Severna Park MD 21146
650 Alamo Pintado Rd Ste 203 Solvang CA 93463
6513 Colleyville Blvd Ste 100 Colleyville TX 76034
6526 Greatwood Pkwy Unit C Sugar Land TX 77479
6535 Fair Oaks Blvd Carmichael CA 95608
6623 NW 42nd Ave Pompano Beach FL 33073
655 Capitola Rd Ste 101 Santa Cruz CA 95062
655 W Broadway Fl 12 San Diego CA 92101
66 New Hyde Park Rd Ste 204 Garden City NY 11530
668 Barnhart Rd Troy OH 45373
6700 Meade Dr Colleyville TX 76034
6785 Viscoe Rd Radford VA 24141
675 Emory Valley Rd Ste B Oak Ridge TN 37830
676 Brook Holw Columbus OH 43230
6767 Portwest Dr Ste 120 Houston TX 77024
6929 E Greenway Pkwy Ste 170 Scottsdale AZ 85254
6820 Horrocks St Philadelphia PA 19149
680 6th St Sour Lake TX 77659
7254 E Southern Ave Ste 103 Mesa AZ 85209
6840 N Haggerty Rd Canton MI 48187
6847 E Thomas Rd Scottsdale AZ 85251
6897 Paiute Ave Ste 1F Longmont CO 80503
7 N Decatur St Strasburg PA 17579
690 E Colfax Ave Bennett CO 80102
7015 Grevilla Ave S Saint Petersburg FL 33707
7 William St Auburn NY 13021
695 Oak Grove Ave Ste 100 Menlo Park CA 94025
7 Federal St Ste 21 Danvers MA 1923
703 N 4th St Atwood KS 67730
7040 Laredo St Ste B Las Vegas NV 89117
7070 Knights Ct Missouri City TX 77459
707 Union Ave Ste 104 Brielle NJ 8730
709 1st St Ste 3 Keosauqua IA 52565
717 Grande Ave Ste B Nipomo CA 93444
717 W Main St Ste 4 Midlothian TX 76065
726 S Enota Dr NE Ste A Gainesville GA 30501
726 S Missouri Ave Lakeland FL 33815
72A Centennial Loop Ste 125 Eugene OR 97401
73 Main St Ste 1 Sturbridge MA 1566
733 N Rice St Hamilton TX 76531
7312 SW 48th St Miami FL 33134
7331 Office Park Pl Ste 400 Melbourne FL 32940
7359 International Dr Ste A Holland OH 43528
74 Gilman Rd Ste 3 Bangor ME 4401
740 Burbank St Broomfield CO 80020
745 S Church St Ste 605 Murfreesboro TN 37130
7410 Heritage Village Plz Gainesville VA 20155
742 State Rte 3 Plattsburgh NY 12901
7443 Ponderosa Ct Unit 1F Orland Park IL 60462
7455 NW 108th Ave Pompano Beach FL 33076
755 Highland Oaks Dr Ste 101 Winston Salem NC 27103
7473 W Lake Mead Blvd Ste 100 Las Vegas NV 89128
7540 Windsor Dr Ste 110 Allentown PA 18195
7596 W Jewell Ave Ste 305 Denver CO 80232
755 Main St Ste 4 Monroe CT 6468

Services Offered

Services Offered
No items found.

Recent News

Avantax Acquires Integrated Tax & Wealth Strategies’ $760 Million Wealth Management Business
Avantax continues investing in advisor practices, complementing its suite of succession and buyout options
Cetera taps Todd Mackay as president of Cetera Solutions
The longtime Avantax president has been elevated to his new role as the broker-dealer giant looks ahead to its next growth phase.
Avantax Adds $300M Team from LPL Financial
Advisors Josh Linton and Mike Koltz join from LPL Financial, where they led the wealth management business for a community bank.
Avantax Head Todd Mackay Named President of Cetera Solutions
Andy Watts will take over Mackay’s duties as tax channel leader, overseeing more than 4,000 advisors within Avantax and Cetera Financial Specialists.
Avantax President to Lead Cetera’s Solutions Unit
Todd Mackay, who has led Avantax since 2020, will oversee Cetera’s digital products and investment products and services for advisors and end-clients across the firm’s business models.
Cetera Appoints Avantax President Todd Mackay to President of Cetera Solutions
Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Avantax, Inc. (Avantax) President Todd Mackay has been appointed President of Cetera Solutions. In this role, Mackay will drive end-to-end platform strategy and lead advice delivery across the organization. He will steer the company's growth across various business lines with oversight for all digital products and investment products and services for Cetera advisors and end-clients. Mackay will serve as a member of Cetera's executive leadership team.
Cetera taps Avantax exec Todd Mackay as president
As the president of Cetera Solutions, Mackay will run platform strategy and oversee digital products and investment products and services for Cetera advisors.
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Acquisitions

Number of Acqusitions
23

Success

General Overview of Client Experience

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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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AUM Growth

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Technology

Overview

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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Data Room

Investment Management
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Avantax Planning Partners's Ideal Partner

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