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  • About Avantax
        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

  • Avantax Wealth Management:
    Independent Broker-Dealer
        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

  • Avantax Planning Partners:
    RIA for CPA Referrals
        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

  •     Avantax Retirement
    Plan Services
        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

  • Login
        • Clients

        • Avantax eMoney Portal
        • Wealthscape Investor Portal
        • Statement Portal (RIA).
        • GPS Login (Formerly HKFS)
        • Schwab Client Access (Formerly HKFS)
        • Financial Professionals

        • myAvantax
        • Social Media
        • Mentor Program
        • Affiliate Access (Formerly HKFS)
        • Marketing Center (Formerly HKFS)
        • Learning Management (Formerly HKFS)
        • For Retirement Access

        • Retirement Plan Access
        • Participant Login
        • RPS Profesional Login

Avantax Disclosure Catalog (ADC)

  • Disclosure Catalog
  • Disclosures for Avantax Planning Partners (Formerly HKFS)
  • Form CRS and Regulation BI Disclosure
  • Account Agreements & Features
  • Account Fees and Costs​
  • Account Protection and Privacy
  • Advisory Services and Managed Accounts
  • Alternatives
  • Cash Sweep
  • College Savings Plans
  • Insurance and Annuity Products
  • Order Execution & Routing
  • Retirement Plans
  • All Disclosures

Account Fees and Costs

This section provides information related to fees and expenses for accounts

Brokerage Schedule of Fees
Client Relationship Summary(Form CRS)  
Regulation Best Interest (Reg BI) Disclosure document
About Us
  • Our Company
  • Legal
  • Leadership
  • News
  • Join Us
Avantax Wealth Management
  • About
  • Philosophy
  • Support
  • For Clients
  • Contact
Avantax Planning Partners
  • About
  • Services
  • Asset Management
  • Contact
Avantax Retirement Planning
  • About
  • For Employees
  • For Plan Sponsors
  • Contact
About Us
Avantax Wealth Management
Avantax Planning Partners
Avantax Retirement-Planning
3200 Olympus Blvd., Suite 100, Dallas, TX 75019 (972) 870-6000

Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the AvantaxSM name. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM.  Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning Partners.

Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781.

For additional information ask your Financial Professional or contact us toll-free at (888) 438-3781. Check the background of this firm on FINRA’s BrokerCheck. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Avantax

We are proud to celebrate more than 30 years of helping Financial Professionals and their clients pursue a comprehensive approach to financial well-being.

The financial services firm of tax professionals