2022 Avantax Referral Program

We believe our greatest asset is our own Financial Professionals and CPA Partners.

That’s why we’ll reward you for a qualified referral to a friend or colleague.

Program is applicable for both Avantax Planning Partner CPA partners and Avantax Wealth Management advisors. 


  • Payout eligible to referrals submitted on or after May 1st, 2022 through December 31st, 2022. Payments are not retroactively applied.
  • A qualified referral is defined as a lead with accurate contact information who is eligible for Avantax services, and a Regional Director has been assigned.
  • Upfront payment of $10,000 is paid once rolling gross commission of $100,000 is confirmed from previous financial planning partner. All other referrals will be paid on schedule, based on rolling gross commissions.

Submit your referral

Thank you in advance for helping the Avantax family grow through referrals. To ensure your referral is contacted by a Business Development Consultant, please complete the form.