Avantax Planning Partners

Dallas, Texas
Website:
https://www.avantax.com/planning-partners
106237
Dallas, Texas
Website:
https://www.avantax.com/planning-partners
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

1 Cross Island Plz Ste 214 Rosedale NY 11422
1 Avery St Unit 15F Boston MA 2111
1 Cumberland Pl Ste 104 Bangor ME 4401
1 Keuka Business Park Ste 122 Penn Yan NY 14527
1 Gojo Plz Ste 275 Akron OH 44311
1 Madonna Ln Broomall PA 19008
1 Main St Ste 101 Canton NY 13617
1 Tara Blvd Ste 203 Nashua NH 3062
100 Trade Ctr Ste G Woburn MA 1801
10 Allen St Ste 3A Toms River NJ 8753
10 Brook St Ste 235 Asheville NC 28803
10 Kings Hwy Middletown NJ 7748
10 Summit St Ste 6 East Hampton CT 6424
1008 N Lamar Blvd Oxford MS 38655
100 Medway Rd Ste 202 Milford MA 1757
100 N Central Expy Ste 1205 Richardson TX 75080
100 United Dr Ste 3B Versailles KY 40383
1000 73rd St Ste 19 West Des Moines IA 50265
1000 Belcher Rd S Ste 7 Largo FL 33771
1000 W Valley Rd Southeastern PA 19399
1000 Lake Saint Louis Blvd Ste 111 Lake Saint Louis MO 63367
1000 Town Center Dr Ste 200 Oxnard CA 93036
1007 N 8th St Vandalia IL 62471
1004 Princetown Rd Schenectady NY 12306
1008 S Ranch Rd 620 Ste 202 Austin TX 78734
1008B Forrest Ave Nashville TN 37206
101 Decatur Dr Fl 1 Butler PA 16002
101 Fraley Miller Plz Grayson KY 41143
101 Hillside Ave Ste B Williston Park NY 11596
101 S 27th St Boise ID 83702
101 Summit Ave Ste 410 Fort Worth TX 76102
101 W Goodwin Ave Ste 1025 Victoria TX 77901
101 Warren St Elkton VA 22827
10347 Dawsons Creek Blvd Ste C Fort Wayne IN 46825
1010 S Joliet St Ste 109 Aurora CO 80012
1015 Mancaroni Pl Raritan NJ 8869
10103 Tarpon Dr Saint Petersburg FL 33706
103 Ranch Road 620 S Austin TX 78734
10583 Hawthorn Trl Saint Paul MN 55129
1015 W Wise Rd Ste 101 Schaumburg IL 60193
10161 Park Run Dr Ste 150 Las Vegas NV 89145
102 S Main St Creedmoor NC 27522
102 W Hiram St Atlanta TX 75551
1022 3rd Ave Sheldon IA 51201
103 Ramey Rd Houma LA 70360
103 Centennial St Ste E La Plata MD 20646
1022 Jason Pl Diamond Bar CA 91765
103 E Main St New Iberia LA 70560
103 N Avenue F Crowley LA 70526
1039 Millcreek Dr Feasterville Trevose PA 19053
10370 Commerce Center Dr Ste 130 Rancho Cucamonga CA 91730
10425 Babcock Ave Plato MN 55370
105 S Mathews St Bellville TX 77418
10461 Mill Run Cir Ste 720 Owings Mills MD 21117
10500 Little Patuxent Pkwy Ste 640 Columbia MD 21044
105 Layton Rd Clarks Summit PA 18411
105 Red Rock Dr Bovey MN 55709
10530 Crossbay Blvd Ozone Park NY 11417
10580 SW McDonald St Ste 101 Portland OR 97224
106 Malone St Sandersville GA 31082
10659 Leopard St Corpus Christi TX 78410
109 E Main St Everson WA 98247
110 N Independence St Enid OK 73701
107 N 37th St Rogers AR 72756
107 N Lakeview Dr Lake Dallas TX 75065
10710 Baltimore Ave Beltsville MD 20705
1075 Kingwood Dr Ste 201 Kingwood TX 77339
108 N Macarthur Ave Dillon SC 29536
108 E Main St Scio OH 43988
109 Southport Rd Spartanburg SC 29306
1099 Capitol St Ste 202 Eagle CO 81631
11 Allen St Toms River NJ 8753
1100 SW Wanamaker Rd Ste 102 Topeka KS 66604
1101 E Admiral Doyle Dr Ste 106 New Iberia LA 70560
1101 Joliet St Janesville WI 53546
1111 Elm St Ste 16A West Springfield MA 1089
1106 Chestwood Ave Las Vegas NV 89123
1104 19th Ave SW Willmar MN 56201
11108 Zealand Ave N Ste 302 Champlin MN 55316
11075 W Center Street Ext Medina NY 14103
1111 Fayetteville Rd Van Buren AR 72956
1112 E Ohio St Clinton MO 64735
1116 Hwy 59 S Detroit Lakes MN 56501
11175 Cicero Dr Ste 100 Alpharetta GA 30022
112 Main St Mount Morris NY 14510
112 S Main St Dickson TN 37055
112 SW Thomas St Ste 100 Burleson TX 76028
1125 Milwaukee Ave South Milwaukee WI 53172
113 NW 3rd Ave Canby OR 97013
11300 US Hwy 1 Ste 400 North Palm Beach FL 33408
1130 Hooper Ave Toms River NJ 8753
114 S Main St Westby WI 54667
11501 Dublin Blvd Ste 204 Dublin CA 94568
1150 Thorn Run Rd Ste 109 Coraopolis PA 15108
11422 Miracle Hills Dr Ste 100 Omaha NE 68154
1150 N 11th St Beaumont TX 77702
115 S Broad St Kennett Square PA 19348
116 Tradepark Dr Somerset KY 42503
11616 SE Dixie Hwy Hobe Sound FL 33455
117 14th Ave S Nampa ID 83651

Services Offered

Services Offered
No items found.

Recent News

See less
See more
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisitions

Number of Acqusitions
23

Success

Partner Success Story Data
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Operational Support

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio.

Expansion of Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Organic Growth

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Practice Management

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

Organic Growth

Growth Channels
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
[Service]
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

AUM Growth

Styled Chart.js Example
Data Currently Unavailable

Technology

Overview

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Points of Alignment

Brand Adoption

[Description]

Client Experience

[Description]

Investment Management

[Description]

Practice Management

[Description]

Growth Profile

[Description]

Planning Recommendations

[Description]

Centralization of Operations

[Description]

Financial Decisions

[Description]

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Acquisition Model

Acquisition Type
Lorem ipsum dolor sit amet
Earnout Availability
Lorem
Max Cash
Lorem ipsum ย sit amet
Max Equity
Lorem ipsum dolor amet
Retention Terms
Lorem ipsum dolor sit amet
Share Ongoing Economics
Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet Lorem ipsum dolor sit amet
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Client Experience

General Overview of Client Experience

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Planning Philosophy and Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Philosophy

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Implementation

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Investment Management Team

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Data Room

Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Investment Management
filename.docx
filename.docx
filename.docx
Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Avantax Planning Partners's Ideal Partner

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quot

Company Videos

Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
No items found.
No items found.
No items found.
No items found.
No items found.