Rapid City, SD Saint Joseph St. Office

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.