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

7736 Grande Shores Dr Sarasota FL 34240
7765 SW 87th Ave Ste 201 Miami FL 33173
7804 Montgomery Ave Ste 1 Elkins Park PA 19027
8 Church St Liberty Corner NJ 7938
7853 E Arapahoe Ct Ste 2600 Englewood CO 80112
800 W Wall St Ste D Midland TX 79701
7881 W Charleston Blvd Ste 155 Las Vegas NV 89117
7900 E Union Ave Ste 1100 Denver CO 80237
792 Pamela Wood St Newbury Park CA 91320
80 Orville Dr Ste 100 Bohemia NY 11716
8 Merchants Rd Unit 6 Sandwich MA 2563
800 S Harbor Blvd Ste 255 Anaheim CA 92805
801 S Figueroa St Ste 1120 Los Angeles CA 90017
800 W University Dr Ste A Rochester MI 48307
802 Landmark Dr Ste 111 Glen Burnie MD 21061
805 W Touhy Ave Park Ridge IL 60068
806 N Section St Fairhope AL 36532
8052 State St Ste 5 Garrettsville OH 44231
8118 E 63rd St Tulsa OK 74133
8116 E 63rd St Tulsa OK 74133
8121 Georgia Ave Ste 320 Silver Spring MD 20910
814 Harrison St Pawnee OK 74058
8147 Delmar Blvd Ste 209 Saint Louis MO 63130
815 W Main St Coldwater OH 45828
8225 Nature''s Way Ste 119 Bradenton FL 34202
818 Broadway St Larned KS 67550
816 S Main St Stillwater OK 74074
818 Roesler Ave W Ladysmith WI 54848
8245 Boone Blvd Ste 580 Vienna VA 22182
83 Calvert St Harrison NY 10528
830 3rd St Ste 214 Rosenberg TX 77471
8340 Allison Ave La Mesa CA 91942
830 E Evesham Rd Glendora NJ 8029
831 Royal Gorge Blvd Ste 224 Canon City CO 81212
8318 Pineville Matthews Rd Ste 275 Charlotte NC 28226
8320 S 4th St Broken Arrow OK 74011
836 Powdersville Rd Ste A Easley SC 29642
839 Gallia St Portsmouth OH 45662
841 Ohare Pkwy Ste 200 Medford OR 97504
84 Main St Dobbs Ferry NY 10522
8394 Six Forks Rd Ste 204 Raleigh NC 27612
840 43rd Ave NE Ste 100 Bismarck ND 58503
8440 W Lake Mead Blvd Ste 100 Las Vegas NV 89128
845 S Main St Ste 200 Graham NC 27253
855 Pkwy Ave Trenton NJ 8618
8450 Garvey Ave Ste 200 Rosemead CA 91770
845 Oakton St Elk Grove Village IL 60007
8517 S US Hwy 1 Port Saint Lucie FL 34952
858 Lincoln Way E Chambersburg PA 17201
8659 S Marcus St Wrightsville GA 31096
8610 Transit Rd Ste 200 East Amherst NY 14051
8687 W Sahara Ave Ste 201 Las Vegas NV 89117
872 N Glenville Dr Richardson TX 75081
8733 Lanell Ln Houston TX 77055
8777 E Via De Ventura Ste 335 Scottsdale AZ 85258
8789 Arnold Rd Denham Springs LA 70726
887 Belle Ave Teaneck NJ 7666
8814 Herons Flight Laurel MD 20723
885 Mystic Ln Norristown PA 19403
89 N Columbus Ave Louisville MS 39339
895 Shasta Ave Morro Bay CA 93442
8920 SW 104th St Miami FL 33176
9 Equestrian Ct Mansfield TX 76063
90 North St Ste 205 Middletown NY 10940
90 S Marsham St Romney WV 26757
900 Kings Hwy N Ste 101 Cherry Hill NJ 8034
900 Rivervale Rd Westwood NJ 7675
9002 W US Hwy 40 Knightstown IN 46148
901 Adams Xing Cincinnati OH 45202
901 N Mallard St Palestine TX 75801
9295 E Stockton Blvd Ste 20 Elk Grove CA 95624
9014 Heritage Pkwy Ste 308 Woodridge IL 60517
905 E Martin Luther King Jr Dr Ste 100 Tarpon Springs FL 34689
902 Main St Jasper IN 47546
9100 S Dadeland Blvd Ste 1500 Miami FL 33156
907 Brawley School Rd Mooresville NC 28117
9101 Wesleyan Rd Ste 300 Indianapolis IN 46268
911 Marsh Rd Menlo Park CA 94025
911 Keller Ave Fort Worth TX 76126
913 Elm Ave Rocky Ford CO 81067
915 N Jefferson Ave Mount Pleasant TX 75455
924 240th St Osceola WI 54020
9249 W Lone Cactus Dr Peoria AZ 85382
925 S Federal Hwy Ste 125 Boca Raton FL 33432
925 Westchester Ave Ste 103 West Harrison NY 10604
940 Enchanted Way Unit 103 Simi Valley CA 93065
9432 Katy Fwy Ste 103 Houston TX 77055
9401 Key West Ave Rockville MD 20850
939 N Plum Grove Rd Ste F Schaumburg IL 60173
95 New Dorp Ln Staten Island NY 10306
9611 165th St Ste 11 Orland Park IL 60467
955 NW Hoquiam Ct Camas WA 98607
978 Hillcrest Dr S Macungie PA 18062
9620 Center Ave Ste 160 Rancho Cucamonga CA 91730
9712 3rd Ave Apt 1 Brooklyn NY 11209
9840 Westpoint Dr Ste 350 Indianapolis IN 46256
975 School St Collegeville PA 19426
9800 Shelard Pkwy Ste 330 Minneapolis MN 55441
9850 Country Ln Woodruff WI 54568
9900 Lakewood Blvd Ste 206 Downey CA 90240

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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Data Currently Unavailable

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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