Help us grow and we'll boost your bottom line.

We believe our greatest advocates are our own Financial Professionals. If you have a friend, colleague or peer looking for a competitive edge by adding financial planning to their practice, we would appreciate hearing from you.

You have a chance to win big too. Monthly prizes are awarded for the Financial Professionals with the most referrals for the month. For the month of June, you can win a $400 Gift Card.

Once your referral affiliates with Avantax, you have an opportunity to win even more based on their rolling gross commissions. Learn more about the details of the program on



Have questions? Learn more about the Referral Program on or contact a Business Development Consultant at 800-742-7950.

There are more great reasons to share the rewards of working with Avantax, including great monthly prizes like a $400 Gift Card.

Note: This new referral bonus payout program only applies to referrals sent on or after June 2021 through December 31, 2021. Payments are not retroactively applied.

Upfront payout of $10,000 is paid once rolling gross commission of $100,000 is confirmed from previous Financial Planning partner. Monthly prizes are rewarded to the individual with the highest number of qualified leads. A qualified lead is defined as a referral with accurate contact information who is eligible for Avantax services, and a Regional Director has been assigned. Monthly awarded prizes will have an estimated value of $400. Prizes and referral payments will be completed within 30 days from month-end. 

“*Restrictions apply, see

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.