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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

250 International Pkwy Ste 212 Lake Mary FL 32746

2562 Walden Ave Ste 101 Buffalo NY 14225

2500 N Military Trl Ste 206 Boca Raton FL 33431

2508 Spring Arbor Rd Jackson MI 49203

2555 Enterprise Rd Ste 4 Clearwater FL 33763

25124 Narbonne Ave Ste 205 Lomita CA 90717

2519 E 7th Ave Flagstaff AZ 86004

257 Benedict Ave Bldg D Norwalk OH 44857

25752 Sarape Ct Valencia CA 91355

25950 Acero Ste 370 Mission Viejo CA 92691

26 Patton St High Bridge NJ 8829

26 Court St Ste 2305 Brooklyn NY 11242

26 Naubuc Ave Glastonbury CT 6033

26 S Rio Grande St Fl 2 Salt Lake City UT 84101

260 W Crest St Ste A Escondido CA 92025

260 Christopher Ln Ste 101 Staten Island NY 10314

260 Country Club Rd Ste 100 Eugene OR 97401

2600 Philmont Ave Huntingdon Valley PA 19006

2609 Eastland St Ste B Greenville TX 75402

2601 S Becker Rd Elizabeth IL 61028

261 Old York Rd Ste 514 Jenkintown PA 19046

2700 Ygnacio Valley Rd Ste 140 Walnut Creek CA 94598

262 Upper Ferry Rd Trenton NJ 8628

26102 Union Tpke Glen Oaks NY 11004

2611 Forest Ave Ste 120 Chico CA 95928

2625 Wigwam Pkwy Ste 106 Henderson NV 89074

2635 Pass Rd Ste A Biloxi MS 39531

2700 S Western St Ste 600 Amarillo TX 79109

268 Hazard Ave Enfield CT 6082

270 Littleton Rd Unit 14 Westford MA 1886

2700 Tibbets Dr Ste 301 Bedford TX 76022

27240 Turnberry Ln Ste 200 Valencia CA 91355

2707 W Baker Rd Baytown TX 77521

27200 Tourney Rd Ste 250 Valencia CA 91355

2711 E Jefferson Ave Ste 206 Detroit MI 48207

27247 Madison Ave Ste 115 Temecula CA 92590

2725 Jefferson St Ste 11 Carlsbad CA 92008

2727 E 32nd St Ste 8 Joplin MO 64804

27365 Harper Ave Saint Clair Shores MI 48081

274 Madison Ave Ste 1103 New York NY 10016

2738 E 51st St Ste 370 Tulsa OK 74105

2750 Virginia Pkwy Ste 101 McKinney TX 75071

2796 Acushnet Ave New Bedford MA 2745

28 Main St E Ste 1000 Rochester NY 14614

2800 SW Wanamaker Rd Ste 175 Topeka KS 66614

2810 Fieldstream Dr N Wilson NC 27896

2810 Frank Scott Pkwy W Ste 704 Belleville IL 62223

2835 W College Ave Appleton WI 54914

28202 Cabot Rd Ste 300 Laguna Niguel CA 92677

284 Ayer Rd Harvard MA 1451

285 N El Camino Real Ste 215 Encinitas CA 92024

2855 Telegraph Ave Ste 300 Berkeley CA 94705

308 S Avenue D Burkburnett TX 76354

28632 Roadside Dr Ste 267 Agoura Hills CA 91301

288 Walnut St Ste 410 Newtonville MA 2460

2880 Zanker Rd Ste 203 San Jose CA 95134

290 Main St South Glastonbury CT 6073

29 John Dr Goshen NY 10924

29 Melrose Ln Galax VA 24333

290 E Side Rd Conway NH 3818

2938 Columbia Ave Unit 1101 Lancaster PA 17603

2913 Tulare St Fresno CA 93721

295 E Main St Ste 10 Ashland OR 97520

295 27th St Oakland CA 94612

295 Montgomery St Bloomfield NJ 7003

2950 Merced St Ste 102-D San Leandro CA 94577

2988 Plum Lake Dr Sayner WI 54560

3 Old Brunswick Rd Bath ME 4530

30 Freneau Ave Matawan NJ 7747

3 Tunison Close Hillsborough NJ 8844

300 E Avenue C Belton TX 76513

30 Holley St Ste 1-5 Wakefield RI 2879

3330 W Manchester Blvd Inglewood CA 90305

30 Wilson Rd Humble TX 77338

300 SW Columbia St Ste 201 Bend OR 97702

300 Executive Dr Ste 200 West Orange NJ 7052

3000 Atrium Way Ste 289 Mount Laurel NJ 8054

300 W Crockett St Ennis TX 75119

301 Brusselles St Saint Marys PA 15857

3000 Atrium Way Ste 222 Mount Laurel NJ 8054

301 E Woodlawn Rd Ste 1 Charlotte NC 28217

301 Grant St Ste 270 Pittsburgh PA 15219

301 Science Dr Ste 110 Moorpark CA 93021

3010 Lbj Fwy Ste 1222 Dallas TX 75234

3020 Harbor Ln N Minneapolis MN 55447

3021 Meridian Ave E Puyallup WA 98371

305 Regency Pkwy Ste 313 Mansfield TX 76063

309 N Bryant Ave Edmond OK 73034

307 N State St South Whitley IN 46787

30600 Telegraph Rd Ste 2191 Franklin MI 48025

31 Elm St Malone NY 12953

310 Overlook Rd Ste A Asheville NC 28803

3101 S 70th St Fort Smith AR 72903

3101 S Yale Ave Tulsa OK 74135

3177 Executive Dr San Angelo TX 76904

312 N Center St Ste 101 New Boston TX 75570

32 Collis Ln Chester NJ 7930

320 Fayette St Manlius NY 13104

321 N Main St Giddings TX 78942

320 Morrison Park Dr Ste 130 Southlake TX 76092

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!

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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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