Help us grow and we’ll boost your bottom line

We believe that our best source of referrals will always be our own Financial Professionals. If you have a friend, colleague or peer looking for a competitive edge by adding financial planning to their practice, you have a chance to win big! If your referral becomes affiliated with Avantax and has $100,000 in rolling gross commissions*, you could earn $10,000 immediately! For referrals who are just starting to write business, you can still earn up to $10,000, just not right away. For these referrals, bonuses will be paid on a schedule based on confirmed rolling gross commissions.
When your referral… you receive…
completes the affiliation and are able to write business $1,000
reaches $1,000 in rolling gross commissions $400
reaches $2,500 in rolling gross commissions $400
reaches $5,000 in rolling gross commissions $500
reaches $10,000 in rolling gross commissions $700
reaches $25,000 in rolling gross commissions $1,000
reaches $50,000 in rolling gross commissions $1,000
reaches $75,000 in rolling gross commissions $2,000
reaches $100,000 in rolling gross commissions $3,000
  Total: $10,000
Have questions? Learn more about the Referral Program on myAvantax.com 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 Amazon gift card.

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.

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. This new referral bonus payout program only applies to referrals sent on or after June 1, 2020. Payments are not retroactively applied.