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  • Ticker AVTA
    Exchange NASDAQ More
  • Industry Asset Management More
  • Sector Financial More
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  • 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.
4.8 / 5.0 (134)

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


Most Recent Annual Report

MOST RECENT 2022 Annual Report and Form 10K

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