Avantax Disclosure Catalog (ADC)
Account Fees and Costs
This section provides information related to fees and expenses for accounts
- About Avantax
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- 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
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- Legal
Legal forms, regulations, policies and the Avantax Disclosure Catalog
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- Leadership
Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals
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- News
News and insights from industry professionals and thought leaders on the Avantax team
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- Join Us
Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals
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- Avantax Wealth Management:
Independent Broker-Dealer-
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- About
Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.
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- Philosophy
Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies
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- Support
Information on the Avantax steadfast support that absolutely ensures success for our entire community
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- For Clients
How the Avantax Wealth Management team will stand behind your Financial Professional to help you address your personal and financial goals
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- Contact
Contact Avantax Wealth Management for support or more information
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- Avantax Planning Partners:
RIA for CPA Referrals-
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- About
Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients
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- Services
We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan
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- Asset Management
Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront
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- Contact
Contact Avantax Planning Partners (formerly HKFS) for support or more information
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- Avantax Retirement
Plan Services-
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- About
Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy
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- For Employees
Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met
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- For Plan Sponsors
We offer a turnkey retirement plan solution designed to meet our client’s specific goals
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- Contact
Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan
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- Login
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Clients
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Financial Professionals
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For Retirement Access
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