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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

15 Bonnie Ct Wallingford CT 6492

15 Union Ave Rutherford NJ 7070

1500 Sunday Dr Ste 300 Raleigh NC 27607

1501 E Mockingbird Ln Ste 300 Victoria TX 77904

1503 S Coast Dr Ste 301 Costa Mesa CA 92626

1504 N Greenville Ave Ste 150 Allen TX 75002

1517 E Palm Valley Blvd Round Rock TX 78664

151 SE 223rd Ave Gresham OR 97030

16633 Ventura Blvd Ste 930 Encino CA 91436

1520 S Main St Ste 201 Pleasantville NJ 8232

1510 N Main St Anderson SC 29621

1516 Applecroft Ln Cockeysville MD 21030

152 W Main St New Iberia LA 70560

1521 Summit Oaks Ct Burnsville MN 55337

15255 S 94th Ave Ste 524 Orland Park IL 60462

1540 State Rte 138 Ste 106 Belmar NJ 7719

1540 State Rte 138 Ste 301 Belmar NJ 7719

155 Fleet St Ste 208 Portsmouth NH 3801

15400 W Capitol Dr Ste 201 Brookfield WI 53005

156 Ocean Dr Tavernier FL 33070

156 S 2nd St Fulton NY 13069

157 S Main St Nappanee IN 46550

16020A Willets Point Blvd Whitestone NY 11357

16 1st Ave SE Glenwood MN 56334

160 Broadway Ste 906 New York NY 10038

16055 Ventura Blvd Ste 711 Encino CA 91436

1675 Richmond Rd Staten Island NY 10304

1634 Main St Sarasota FL 34236

161 Horizon Dr Ste 103C Verona WI 53593

16842 Royal Crest Dr Houston TX 77058

1680 Valley Rd Berkeley Springs WV 25411

16830 Royal Crest Dr Houston TX 77058

16850 Royal Crest Dr Houston TX 77058

18141 Dixie Hwy Ste 100 Homewood IL 60430

17310 Farmington Rd Livonia MI 48152

1707 Newry Ln Duncansville PA 16635

17 Red Bank Dr Sicklerville NJ 8081

171 Imperial Way Nicholasville KY 40356

1715 S Capital of Texas Hwy Ste 109 Austin TX 78746

1711 US Hwy 46 Parsippany NJ 7054

17150 Via Del Campo Ste 203 San Diego CA 92127

1717 N Naper Blvd Ste 200 Naperville IL 60563

171B Belle Forest Cir Nashville TN 37221

1727 Mars Hill Rd Ste 202 Acworth GA 30101

1732 Scalp Ave Johnstown PA 15904

17466 Foremost Ln Port Charlotte FL 33948

17330 Wright St Ste 100 Omaha NE 68130

175 Derby St Ste 36 Hingham MA 2043

175 Lennon Ln Ste 205 Walnut Creek CA 94598

175 E Penny Rd Ste 1 Wenatchee WA 98801

175 Highland Ave Ste 301 Needham Heights MA 2494

175 N Broadway McIntosh MN 56556

1752 Capital St Ste 400 Elgin IL 60124

175 Strafford Ave Ste 310 Wayne PA 19087

1776 22nd St Ste 101 West Des Moines IA 50266

1776 Boston Tpke Coventry CT 6238

1788 Mitchell Rd Ste 102 Ceres CA 95307

17987 Beardsley St Castro Valley CA 94546

18 Buttermilk Bridge Rd Washington NJ 7882

18 Lyman St Ste 212 Westborough MA 1581

18015 Yantis Way San Antonio TX 78247

18 North St Ste 1 Plymouth MA 2360

180 Admiral Cochrane Dr Ste 520 Annapolis MD 21401

1800 Diagonal Rd Ste 635 Alexandria VA 22314

180 N Park Ave Ste 2A Winter Park FL 32789

1810 Bel Air Rd Ste 202 Fallston MD 21047

185 S Beadle Rd Bldg 2 Lafayette LA 70508

1825 Barrett Lakes Blvd NW Ste 200 Kennesaw GA 30144

1816 W Point Pike Ste 122 Lansdale PA 19446

1833 Kalakaua Ave Ste 910 Honolulu HI 96815

1835 Memorial Dr Clarksville TN 37043

1861 E 15th St Tulsa OK 74104

1871 S 22nd Ave Ste A1 Bozeman MT 59718

1881 W Maumee St Adrian MI 49221

1871 Tapo St Simi Valley CA 93063

1892 Greentree Rd Ste 2 Cherry Hill NJ 8003

19 W Wyoming Ave Homedale ID 83628

19 S Broad St Nazareth PA 18064

19 Morgan Dr Lebanon NH 3766

19 Twin Lakes Dr Waterford CT 6385

1900 Garden Rd Ste 240 Monterey CA 93940

1902 30th Ave S Moorhead MN 56560

1904 Briggs Rd Silver Spring MD 20906

1930 S Gilbert St Iowa City IA 52240

19201 E Valley View Pkwy Ste D Independence MO 64055

194 E Granada Blvd Ste B-2 Ormond Beach FL 32176

1920 Hwy 81 Loganville GA 30052

1961 Morris Ave Ste A-2 Union NJ 7083

194 Main St East Setauket NY 11733

1983 Pga Blvd Ste 102 North Palm Beach FL 33408

1981 N Broadway Ste 330 Walnut Creek CA 94596

2 Oak Hill Ln Bluffton SC 29910

20 Nora Way Attleboro MA 2703

2 Park St 1A South Deerfield MA 1373

20 Commerce Dr Ste 301 Cranford NJ 7016

200 Prosperity Rd Knoxville TN 37923

200 E 74th St New York NY 10021

200 Basalt Center Cir Ste 200 Basalt CO 81621

200 S Main St Abbeville LA 70510

200 Valley Rd Ste 300 Mount Arlington NJ 7856

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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Match confidence

N/a

video Overview

Getting started

00:53

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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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