Avantax®

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Thanks for your interest in Avantax. We look forward to sharing what the future could bring for you and your clients!

Whether you’re ready to start the conversation or you simply have more questions, contact us and find out how together, we can help you meet your goals for your practice.

Avantax Business Development Recruiting Team: (800)959-0694
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3200 Olympus Blvd. Suite 100
Dallas, TX 75019
(972) 870-6000
Copyright © 2022. All rights reserved. Avantax WM Holdings℠ is the holding company for the group of companies providing financial services under the Avantax® name. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠ and Avantax Planning Partners℠.

Fidelity Institutional℠(“Fidelity”) is an independent company, unaffiliated with Avantax®. Fidelity is a service provider to Avantax®. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity  has not been involved with the preparation of the content supplied by Avantax® and does not guarantee, or assume any responsibility for its content. Fidelity is a registered service mark of FMR LLC. Fidelity Institutional℠ provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0