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Avantax Planning Partners, Inc.

EST. AUM
$6,933,162,284

CONTACTS

CLIENT ACCOUNTS
13,679

Firm Details

Metro area Chicago
CRD Number 106237
Website avantax.com
Client types

Overview

Avantax Wealth Management is a tax-intelligent financial planning platform and independent broker-dealer based in Dallas, Texas, now operating as a distinct community within Cetera Wealth Services, LLC following Cetera's acquisition. Founded in 1983 by a CPA, Avantax has partnered with financial professionals, licensed tax professionals, and CPAs for over 40 years to help clients pursue better after-tax investment results. The firm serves financial advisors seeking a tax-differentiated competitive advantage in serving their clients.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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