We provide planning services across the nation to Tax Professionals looking to offer comprehensive financial advice.
Recognized in Accounting Today’s Top Firms by AUM (2020)1 and Financial Advisor Magazine RIA Ranking (2020)2
Our advanced financial planning platform explores the impacts of every financial decision and how it impacts your long-term plan.
Avantax Planning Partners, formerly HK Financial Services
(HKFS) was founded in 1995 by partners of Honkamp Krueger & Co., P.C., a
Top 100 CPA and business consulting firm. The practice started as an in-house
financial services offering for the firm, but quickly grew to CPA firms across
the country. More than a referral partner, Avantax Planning Partners acts as an
extension of a CPA firm interested in providing wealth management and financial
planning to their clients, without all the management of the service. In 2020,
HKFS was acquired by Blucora and in 2021 rebranded to Avantax Planning Partners.
1 Accounting Today, Top Firms by AUM, June 2020 – ranked number 8 with $4,052,385,016 in AUM
2 Financial Advisory Magazine, RIA Survey and Rankings, August 2020- ranked number 92 with $4,052,380,000 in AUM