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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

429 SE 4th Pl Cape Coral FL 33990

4250 Veterans Memorial Hwy Ste 175E Holbrook NY 11741

428 N 4th St Lafayette IN 47901

429 Horizon Crst Boerne TX 78006

4304 Phoenix Ave Fort Smith AR 72903

4312 Evergreen Ln Ste J Annandale VA 22003

4324 Mapleshade Ln Ste 270 Plano TX 75093

433 3rd Ave Clear Lake WI 54005

434 E Main St Ville Platte LA 70586

435 Columbia St Fall River MA 2721

435 Wilbur Ave Swansea MA 2777

444 Washington St Brighton MA 2135

4401 Northside Pkwy NW Ste 900 Atlanta GA 30327

4350 E Danbury Rd Phoenix AZ 85032

4407 Bee Caves Rd Ste 621 Austin TX 78746

445 S Halsted St Chicago Heights IL 60411

4474 Cerritos Ave Los Alamitos CA 90720

45 Rockefeller Plz Ste 2000 New York NY 10111

450 E Main St New Iberia LA 70560

459 Monterey Ave Ste 215 Los Gatos CA 95030

46 Lake Quinn Rd Waymart PA 18472

4604B Pinecrest Office Park Dr Alexandria VA 22312

4651 Salisbury Rd Ste 185 Jacksonville FL 32256

4622 Country Club Rd Ste 220 Winston Salem NC 27104

470 Streets Run Rd Ste 205 Pittsburgh PA 15236

4712 W Forest Home Ave Milwaukee WI 53219

4704 Derby Dr Avon OH 44011

4738 N Harlem Ave Harwood Heights IL 60706

4757 Millwood Baton Rouge LA 70817

486 Helton St Williamstown KY 41097

4814 Outlook Dr Ste 100 Neptune NJ 7753

4800 Rainbow Blvd Ste 3 Mission KS 66205

49 Market St Saddle Brook NJ 7663

486 Main St Greenfield MA 1301

484 Brooks Ave Rochester NY 14619

4900 Hopyard Rd Ste 100 Pleasanton CA 94588

4900 S Washington St Englewood CO 80113

4901 International Pkwy Ste 1021 Sanford FL 32771

5 Concourse Pkwy Ste 2850 Atlanta GA 30328

491 Valley Gate Rd Simi Valley CA 93065

5 Hatfield Ln Ste 2A-2 Goshen NY 10924

501 John James Audubon Pkwy Ste 101 Buffalo NY 14228

50 Jericho Quadrangle Jericho NY 11753

500 N Michigan Ave Ste 1700 Chicago IL 60611

50 Main St Ste 1000 White Plains NY 10606

50 Fountain Plz Ste 800 Buffalo NY 14202

501 Executive Center Blvd Ste 210 El Paso TX 79902

5012 Central Ave Ste J Bonita CA 91902

503 Crescent Blvd Brooklawn NJ 8030

5017 Craig Ave Kenner LA 70065

504 Dekalb St Port Orchard WA 98366

507 County St Taunton MA 2780

5074 W Library Ave Ste 600 Bethel Park PA 15102

51 Saint Andrews Way Sioux Center IA 51250

511 E Michigan Ave Saline MI 48176

515 W Harris Ave Ste 200 San Angelo TX 76903

516 Industrial Loop Ste 2B Staten Island NY 10309

515 Broadhollow Rd Melville NY 11747

520 Kirkland Way Ste 102 Kirkland WA 98033

517 Beahan Rd Rochester NY 14624

5180 Greenmeadow Dr Concord CA 94521

5195 Jimmy Carter Blvd Ste 200 Norcross GA 30093

5195 45th St S Fargo ND 58104

5210 Pembroke Pl Pittsburgh PA 15232

5240 S University Dr Ste 106 Fort Lauderdale FL 33328

5251 W 116th Pl Ste 200 Leawood KS 66211

528 College Rd Greensboro NC 27410

53 Loveton Cir Ste 120 Sparks Glencoe MD 21152

530 Technology Dr Ste 100 Irvine CA 92618

53 Village Ct Hazlet NJ 7730

5300 N Central Ave Ste 110 Phoenix AZ 85012

5309 S McColl Rd Edinburg TX 78539

531 E Market St Celina OH 45822

535 N Church St Ste 113 West Chester PA 19380

5356 Clayton Rd Ste 216 Concord CA 94521

540 Sylvan Ave Englewood Cliffs NJ 7632

54 Rte 31 N Fl 1 Pennington NJ 8534

5402 Douglas Ave Racine WI 53402

5465 Legacy Dr Ste 650 Plano TX 75024

5435 Oberlin Dr Ste 200 San Diego CA 92121

5440 Lafayette Rd Indianapolis IN 46254

547 Keisler Dr Ste 102 Cary NC 27518

550 10th Ave Ste 101 Baldwin WI 54002

551 W Lancaster Ave Ste 206 Haverford PA 19041

550 Broadway Ave Ste A Holbrook NY 11741

550 NE 25th Ave Ocala FL 34470

550 S Wolcott St Ste 100 Casper WY 82601

5595 Kietzke Ln Ste 116 Reno NV 89511

5600 General Washington Dr Ste B215 Alexandria VA 22312

5526 Harford Rd Baltimore MD 21214

555 5th Ave Rm 900 New York NY 10017

5606 14th Ave NW Ste C Seattle WA 98107

570 Taxter Rd Ste 349 Elmsford NY 10523

567 S Lawrence St Montgomery AL 36104

5631 Old Randleman Rd Greensboro NC 27406

5671 N Oracle Rd Ste 1105 Tucson AZ 85704

5635 NE Elam Young Pkwy Ste 100 Hillsboro OR 97124

5700 Crooks Rd Ste 440 Troy MI 48098

5747 Pearl Rd Cleveland OH 44129

5702 E 22nd St Tucson AZ 85711

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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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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