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.

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

You have a chance to win too. Now through December 31, monthly prizes will be awarded to the Financial Professional with the most referrals. Must have referred two confirmed contacts to be eligible. Winners will be notified at the end of the month and will chose a prize from a selection of items, all valued at $1,000.

Have questions? Learn more about the Referral Program on or contact a Business Development Consultant at 800-959-0724.

Note: This new referral bonus payout program only applies to referrals sent on or after October 1, 2021 through December 31, 2021. Payments are not retroactively applied.

Upfront payout is paid once rolling gross commission is confirmed from previous Financial Planning partner. Monthly prizes are rewarded to the individual with a minimum of 2 referrals and the largest 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 $1,000. Prizes and referral payments will be completed within 30 days from month-end.

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.