Avantax

        • Our Company
        • Learn about our culture and how our 30 year history has forged a new way for CPAs and Financial Professionals to work with Avantax

        • Legal
        • Legal forms, regulations, policies and the Avantax Disclosure Catalog

        • Leadership
        • Information on the benefits Avantax, and options in ways we serve CPAs and Financial Professionals

        • News
        • News and insights from industy professionals and thought leaders on the Avantax team

        • Join Us
        • Information on the benefits of the Avantax model, and what it can do for CPAs and Financial Professionals

        • About
        • Pioneering the future of comprehensive wealth management with a unique perspective on Tax-Smart Investing.

        • Philosophy
        • Our approach empowers Financial Professionals and their clients to make decisions based on holistic strategies

        • Support
        • Information on the Avantax steadfast support that absolutely ensures success for our entire community

        • For Clients
        • How the Avantax Wealth Management team will stand behind your Financial Profesional to help you address your personal and financial goals

        • Contact
        • Contact Avantax Wealth Management for support or more information

        • About
        • Learn how Avantax Planning Partners (formerly HKFS) provides services, products and support to CPAs and clients

        • Services
        • We focus on clients’ long-term financial goals and use our GPS (Guidance Planning Strategies) program to layout the plan

        • Asset Management
        • Avantax Planning Partners provide an independent, objective approach to asset management with your needs at the forefront

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS) for support or more information

        • About
        • Learn how Avantax Retirement Plan Services (formerly HKFS Retirement) creates custom quality retirement plans and services supported by a tax-smart strategy

        • For Employees
        • Find out more about how our services can help bring peace of mind, knowing your retirement needs are being met

        • For Plan Sponsors
        • We offer a turnkey retirement plan solution designed to meet our client’s specific goals

        • Contact
        • Contact Avantax Planning Partners (formerly HKFS Retirement) for more information on creating and understanding a custom retirement plan

Expand Your client value beyond tax advice

With Avantax, tax professionals like you can offer clients comprehensive wealth management, tax strategies, and financial planning services…and grow your business.

Expand your client value
beyond tax advice

With Avantax, tax professionals like you can offer
clients comprehensive wealth management,
tax strategies, and financial planning services…
and grow your business.

End-to-end client services through a tax-focused lens

Fact: Tax professionals and CPAs who add Avantax Wealth Management to their practice average $1.7 million more revenue and $670,000 greater profits over 5 years.*

Join Avantax and start offering end-to-end, tax-focused financial services to better serve, satisfy and retain your clients, gain referrals, and grow your revenue. You’ll enjoy:

 

 

  • A complimentary consultation to determine the best business model for you: broker-dealer or referral to a tenured pro at an Independent Registered Investment Advisor (RIA)
  • A personalized transition team to make your onboarding seamless
  • A dedicated planning team and back-office support to help you grow your business 
  • Powerful technology tools like our Tax-Smart Investing™ (TSI) platform, which helps uncover tax savings and wealth management strategies for your clients
  • Access to over 3,750** proud, passionate financial professionals, who can help you develop partnerships and M&A and other revenue opportunities
  • A nationwide network serving 350,000 clients, with over $76 billion in AUA***
  • Benefit from our strategic alliance with Fidelity InstitutionalSM

Take the next step

Complete and submit the form below and we’ll send you more information about affiliating with Avantax.

* Additional profit and revenue figures derived from an internal analysis performance using data from IPSOS Research, December 2017. Results are based on assumptions in revenues, profits, renewal rates and tax return/year from IPSOS, and our assumed valuation multiples for tax and financial services. Figures are for a five-year time period. Results are based on assumptions that will vary, and your results will be more or less than those in our analysis.
**As of December 2020
***As of September 30, 2020.
https://www.blucora.com/news-releases/news-release-details/blucora-announces-third-quarter-2020-result
3200 Olympus Blvd. Suite 100
Dallas, TX 75019

 

Copyright © 2020. All rights reserved. Avantax Wealth Management℠ 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℠.

Fidelity Institutional SM (“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 SM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 950327.1.0