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Avantax Disclosure Catalog (ADC)
Disclosures for Avantax Planning Partners (Formerly HKFS)

Disclosures for Avantax Planning Partners (Formerly HKFS)

Avantax Planning Partners Disclosure Catalog (Formerly HKFS)

APP Form ADV Part 2A Disclosure Brochure
Avantax Planning Partners Client Relationship Summary Form
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Business Continuity Plan

3200 Olympus Blvd. Suite 100
Dallas, TX 75019

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Learn more about our firm's background and Financial Professionals on FINRA's BrokerCheck.

Avantax Wealth Management^® is the holding company for the group of companies providing financial services under the Avantax^® name. Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM and Avantax Planning Partners^SM. Insurance services offered through licensed agents of Avantax Insurance Agency^SM, Avantax Insurance Services^SM, and Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019, 972-870-6000.

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