A complete list of active advisors currently associated with Avantax Planning Partners, Inc.

Warmer can help you find a great advisor at Avantax Planning Partners, Inc. or one who fits your needs even better.

Avantax Planning Partners (APP) provides investment advisory and retirement‑plan services to individuals (including both non‑HNW and high‑net‑worth clients), businesses, charitable organizations, and qualified pension and profit‑sharing plans. The firm reports roughly $7.57 billion in assets under management (predominantly discretionary) and offers managed accounts, financial planning and consulting, and a dedicated Retirement Plan Services (RPS) platform. APP’s investment process centers on style allocation model strategies (SAMs) selected and monitored by an internal Investment Advisory Committee chaired by the chief investment officer; client objectives and risk tolerances are documented in an Investment Policy Statement and accounts are typically rebalanced and managed on a discretionary basis. Custodial relationships are centralized (managed accounts at Charles Schwab, RPS at Fidelity), and APP can apply tax‑intelligent overlays such as tax‑loss harvesting and uses a centralized trading desk and internal analysts to implement strategies. Notable features in the brochure include APP’s collaborative referral model with independent CPA firms—many advisor representatives are accounting professionals—and its connection to the broader Cetera network, which the brochure identifies as including a named pension consultant (Cetera Retirement Plan Specialists) that supports its retirement plan services. The firm also discloses less common offerings for an enterprise adviser, such as a custodian‑backed collateralized non‑purpose loan program (available through Schwab with a lender currently identified as Goldman Sachs Bank USA and a lender‑determined minimum account valuation), while noting that it generally does not design programs for government or municipal entities except with specific approval.

To learn more about the advisors currently working at Avantax Planning Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.