0
Avantax Banner Image

Avantax

  • Ticker AVTA
    Exchange NASDAQ More
  • Industry Asset Management More
  • Sector Financial More
Avantax Logo Image
  • 1001-5000 Employees
  • Based in Coppell, Texas
Avantax, Inc. (NASDAQ: AVTA) delivers tax-focused financial planning and wealth management solutions for Financial Professionals, tax professionals and CPA firms, supporting their goal of minimizing clients’ tax burdens through comprehensive tax-focused financial planning. They have two distinct, but related, models within their business: the independent Financial Professional model andMore the employee-based model. They refer to their independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management offers services through its registered broker-dealer, registered investment advisor (RIA), and insurance agency subsidiaries and is a leading U.S. tax-focused independent broker-dealer that works with a nationwide network of Financial Professionals operating as independent contractors. They refer to their employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA and insurance agency by partnering with CPA firms to provide their consumer and small-business clients with holistic financial planning and advisory services.
REPORT RATINGS
4.8 / 5.0 (134)

Avantax reports have an aggregate usefulness score of 4.8 based on 134 reviews.

Avantax

Most Recent Annual Report

Avantax
MOST RECENT 2022 Annual Report and Form 10K

Avantax does not currently have any hardcopy reports on AnnualReports.com. Click the button below to request a report when hardcopies become available.

Request Information

Older/Archived Annual Reports

Avantax Logo Image

Rate This Report

Your vote helps our reports be more useful
Rating Saved!

Thank you for your feedback!