Dallas, TX Olympus Blvd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Avantax Planning Partners, Inc.
Multi-team
Firm-wide stats for Avantax Planning Partners, Inc.
About
Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and businesses. The firm delivers these services primarily through a network of CPA firms and registered Advisor Representatives and, as of December 31, 2025, reported roughly $7.57 billion in assets under management across about 164 advisors and some 7,500 clients.
Investment management is delivered largely through firm‑designed style allocation models (SAMs) overseen by an investment advisory committee chaired by the chief investment officer; clients complete an investment policy statement and most accounts are managed on a discretionary basis with periodic rebalancing. The firm offers tax‑intelligent (tax‑overlay) strategies, centralized trading and annual account reviews, and relies on Charles Schwab for managed retail accounts and Fidelity for its Retirement Plan Services platform.
Distinctive features include a cluster of uncommon affiliations and services for a multi‑team adviser: ties to an affiliated broker‑dealer (Cetera Wealth Services) and affiliated investment adviser (Cetera Investment Advisers), access to pension consulting via Cetera Retirement Plan Specialists, an affiliated trust company (Cetera Trust Company, N.A.), and affiliated insurance agencies. Avantax also offers a collateralized non‑purpose loan program available through Schwab and Goldman Sachs Bank USA and emphasizes CPA‑sourced referrals; these arrangements affect product access and create potential conflicts of interest (custodial benefits, revenue sharing and referral compensation) that the firm discloses for client consideration.
Based on Avantax Planning Partners, Inc.
Expertise
Based on Avantax Planning Partners, Inc.
Location
3200 Olympus Blvd, Suite 100
Dallas TX 75019
Advisors at this office
2
Advisors at this office
Sharon M
Series 65
Dallas, TX
Avantax Planning Partners, Inc.
Sharon Mora Schulz is a financial advisor at Avantax Planning Partners, Inc. based in Dallas, TX, holding a Series 65 designation. She has experience working with Cetera Wealth Services, LLC since 2025 and has been with Avantax in various roles since 2023. Prior to these positions, she spent 17 years at RetireBetter. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets across more than 7,500 clients as of the end of 2025.
Andrew W
CFP®, Series 66
Dallas, TX
Avantax Planning Partners, Inc.
Andrew Watts is a CFP® professional based in Dallas, TX, with 22 years of industry experience. He is currently with Avantax Planning Partners, Inc., where he has worked for five years, and has prior experience at various firms affiliated with Cetera since 2025. Avantax Planning Partners, Inc. serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and businesses through portfolio management, financial planning, and a managed retirement plan platform. The firm operates primarily via a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients as of December 31, 2025.
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