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Avantax Planning Partners

Dallas, Texas

Website:

https://www.avantax.com/planning-partners

106237

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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

Custodians

No items found.

Description

Locations

117 W Main St Ste 26 Woodland CA 95695

11811 Upham St Ste F Broomfield CO 80020

118 County Road 1727 Clifton TX 76634

1170 Corporate Dr W Ste 204 Arlington TX 76006

118 Dickerson Rd Ste A North Wales PA 19454

11815 Rock Landing Dr Newport News VA 23606

118 N Bedford Rd Ste 100 Mount Kisco NY 10549

1183 Hwy 1 S Lugoff SC 29078

120 S Main St Stanley ND 58784

1188 Bishop St Ste 2112 Honolulu HI 96813

1188 Bishop St Ste 2105 Honolulu HI 96813

11905 Whispering Oak Ct Reisterstown MD 21136

11950 S Harlem Ave Ste 202-1 Palos Heights IL 60463

12 Chestnut St Elberton GA 30635

120 Handley Rd Ste 620 Tyrone GA 30290

120 S Main St Ste 305 Victoria TX 77901

1200 Harger Rd Ste 209 Oak Brook IL 60523

12000 Wilcrest Dr Ste 209 Houston TX 77031

1200A Scottsville Rd Ste 140 Rochester NY 14624

12005 NE Halsey St Portland OR 97220

1201 Brashear Ave Ste 301 Morgan City LA 70380

121 2nd St NW Ortonville MN 56278

1205 Two Island Ct Ste 201 Mount Pleasant SC 29466

1205 Two Island Ct Unit 201 Mount Pleasant SC 29466

121 Langhorne Ave Johnstown PA 15905

121 W 27th St Ste 1003A New York NY 10001

1212 Willowbrook Rd Staten Island NY 10314

1215 Main St Ste 124 Tewksbury MA 1876

1216 N Velasco St Ste 108 Angleton TX 77515

1216 Main St Pittston PA 18640

1233 SE 122nd Ave Portland OR 97233

12200 Chestnut Cir Brecksville OH 44141

1223 S Brundidge St Troy AL 36081

123 Library Hill Ln Ste C Lexington SC 29072

1301 W 5th St London KY 40741

1524 10th St Gering NE 69341

1231 E Laurel Ave Eunice LA 70535

123 N 2nd Ave Chatsworth GA 30705

125 Mills Forest Ln Mooresville NC 28117

124 Heymann Blvd Ste 101 Lafayette LA 70503

12455 W Bell Rd Surprise AZ 85378

127 Main St Chatham NJ 7928

12653 SW County Road 769 Ste B Arcadia FL 34269

126 S Main St Fairview OK 73737

1277 Calkins Rd Palmer MA 1069

1314 S King St Ste 1153 Honolulu HI 96814

12801 N Central Expy Ste 1220 Dallas TX 75243

12809 Philadelphia St Whittier CA 90601

12855 E Old US Hwy 12 Ste 3 Chelsea MI 48118

130 E Epler Ave Ste A Indianapolis IN 46227

130 Buck Rd Ste 101 Southampton PA 18966

130 E Main St Dallastown PA 17313

1300 Bay Area Blvd Ste 150-16 Houston TX 77058

1300 Bellevue Ave Dublin GA 31021

1300 Eastman Ave Ventura CA 93003

1300 Veterans Hwy Ste 120 Hauppauge NY 11788

1305 20 Arpent Rd New Iberia LA 70560

1374 Clove Rd Staten Island NY 10301

132 Great Rd Ste 102 Stow MA 1775

13295 Illinois St Ste 320 Carmel IN 46032

133 W Concho Ave Ste 106 San Angelo TX 76903

133 W Herring St Plant City FL 33563

1334 Park View Ave Ste 250 Manhattan Beach CA 90266

1335 Main St Cincinnati OH 45202

1375 E 9th St Ste 1800 Cleveland OH 44114

1384 Stonehollow Dr Ste 1 Kingwood TX 77339

139 Terrace St Haworth NJ 7641

13872 Coalfield Commons Pl Ste 104 Midlothian VA 23114

139 Harristown Rd Ste 208 Glen Rock NJ 7452

13924 Seal Beach Blvd Ste C Seal Beach CA 90740

13900 N Portland Ave Ste 101 Oklahoma City OK 73134

14 Apple Grove Dr Holmdel NJ 7733

14 Flamingo Ct Voorhees NJ 8043

14 Grove St Athol MA 1331

140 Fell Ct Ste 110 Hauppauge NY 11788

14144 6th St Dade City FL 33525

140 Hebron Ave Ste 100 Glastonbury CT 6033

1400 Brea Blvd Fullerton CA 92835

141 Duesenberg Dr Ste 8 Thousand Oaks CA 91362

141 S McCormick St Ste 106 Prescott AZ 86303

1414 NW 52nd St Lawton OK 73505

1415 Grand Ave Oakland CA 94610

1420 FM 1960 Bypass Rd E Ste 108 Humble TX 77338

1420 Northbrook Dr Gardendale AL 35071

14207 Park Center Dr Ste 104 Laurel MD 20707

1421 N Elm St Ste 102 Denton TX 76201

1430 Broadway Ste 1105 New York NY 10018

14251 N Silkwind Way Tucson AZ 85755

1428 N Lee Ave Odessa TX 79761

1450 Niagara Falls Blvd Ste 202 Tonawanda NY 14150

145 Fairhaven Rd Ste 1 Mattapoisett MA 2739

1450 W 6th St Ste 112 Corona CA 92882

146 W Main St New Iberia LA 70560

1453 W Foothill Blvd Upland CA 91786

14724 Whittier Blvd Whittier CA 90605

14800 San Pedro Ave Ste 114 San Antonio TX 78232

1490 Rusk Rd Ste 101 Round Rock TX 78665

14825 St Mary's Ln Ste 202 Houston TX 77079

14930 Cicero Ave Ste 1B Oak Forest IL 60452

14973 Interurban Ave S Ste 101 Seattle WA 98168

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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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Investment Management

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Investment Management

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Investment Management

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Investment Management

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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!

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Show your interest

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Avantax Planning Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Avantax Planning Partners's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Avantax Planning Partners

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Avantax Planning Partners's Ideal Partner

Company Videos

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