CRD: 106237
Avantax Planning Partners, Inc.
$7.6B Total AUM
$7.6B Disc. AUM
8.4% 3Y CAGR
261 Employees
8,372 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak harborRadial
- Established Date
- 01-17-1996
- Office Locations
- 126
Office Locations
100 Court Avenue Suite 209 DES Moines IA
1000 1ST Ave. South Great Falls MT
1000 Town Center Drive Suite 100 Oxnard CA
About Avantax Planning Partners, Inc.
Avantax Planning Partners’ Strategic Partnership Program pairs tax and accounting professionals with a licensed Avantax financial professional to deliver customized, tax-focused financial planning and portfolio management. The referring professional keeps the client relationship while sharing in revenue via a commission split. Operations include tracking, compensation and reporting, a unique partnership ID, and periodic consultant check-ins. Uses mutual funds and ETFs.
Team overview
46 AVG AGE
$37.8M AVG AUM / ADVISOR
$904.1K AVG AUM / CLIENT
5.8 yrs AVG TENURE
261 Employees
200 Advisory Reps
251 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Beacon radial Foundation peak Meridian Oak Vital Zenith Crest
CRM
Quantum
Custodian
Alpha focus Eagle North Horizon fusion Focus Legacy Vertex Frontier Beacon North Oak Ridge peak Eagle prime Crest Frontier Radial horizon Unison eagle Bridge ridge Fusion radial Legacy oak Vertex element Unison zenith Wave Fusion Timber harbor Vertex vertex North capital Horizon Matrix Summit frontier Wave Atlas beacon
Investment Themes
Catalyst insight Peak ridge Vector optima Vector ridge Zenith
Investment Vehicles
Pathway eagle Bridge alpha
Platform
Vector pioneer North pathway Quantum Quantum prime Prime
Services
Pioneer eagle Zenith Fusion momentum Alpha Quantum ridge Pioneer value Bridge Frontier meridian Summit Meridian Vector
Technology
Harbor Vital
Owner & Executives
J
JASON JEFFREY ALLEN
VICE PRESIDENT
- CRD
- #4151847
- Ownership
- Less than 5%
(346) 569-3799
glacier.zenith@northcapital.com
in linkedin.com/in/harbor-eagle
MATTHEW GREGORY BREGOZZO
Chief Compliance Officer
- CRD
- #5881295
- Ownership
- Less than 5%
(472) 261-4778
alpha.unison@meridiancapital.com
in linkedin.com/in/optima-vector
M
Matrix legacy
Ridge quantum
- CRD
- #63370
- Ownership
- 5.5%
(517) 842-5984
capital.beacon@beaconcapital.com
in linkedin.com/in/optima-atlas
Showing 2 of 16 owners & executives
Unlock allContacts
BLAKE CHARLES ADAMS
--
- CRD
- #6492477
(842) 771-5289
prime.insight@signalcapital.com
in linkedin.com/in/delta-wave
Kelly E Adams
Partner
- CRD
- #4372012
(813) 490-6385
glacier.timber@crestcapital.com
in linkedin.com/in/glacier-vector
E
Ember horizon
Momentum vital
- CRD
- #83819
(821) 364-5723
value.bridge@crestcapital.com
in linkedin.com/in/fusion-foundation
Showing 2 of 290 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,564,117,464 | $548,403 |
| Non-Discretionary | $5,269,702 | $1,317,426 |
| Total | $7,569,387,166 | $548,626 |
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Separately Managed Accounts
Total SMA Asset: $7,569,387,166
Public Funds:
20.5% Equity - Exchange:
26.0% Cash:
26.1% Municipal Bonds:
17.6% U.S. Government/Agency:
9.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,410,614,938 | 20.5% |
| Equity - Exchange | $1,789,072,605 | 26.0% |
| Cash | $1,795,953,653 | 26.1% |
| Municipal Bonds | $1,211,064,532 | 17.6% |
| U.S. Government/Agency | $674,342,751 | 9.8% |
| Total | $6,881,048,479 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL FRONTIER | DELTA VITAL | 341Z0M6FV | PTRKR | 2.17% | $88,742,542 |
| EAGLE SUMMIT | BEACON PRIME | 1OHJCV3SM | NALPQ | 10.26% | $64,305,874 |
| HARBOR INSIGHT | CAPITAL VERTEX | VCAEAISOO | OCQQR | 0.65% | $36,480,591 |
| SIGNAL RADIAL | EMBER TIMBER | 2SGE7I3M9 | XGFSE | 9.62% | $98,517,623 |
| WAVE PIONEER MERIDIAN | INSIGHT CATALYST | PBUYUH298 | QKOID | 10.56% | $57,746,401 |
| PATHWAY VITAL DELTA | OPTIMA FRONTIER | 9OXIK32CG | SVMM | 4.97% | $27,714,771 |
| MOMENTUM ATLAS | EAGLE LEGACY | 7NBVFTWB1 | JZTWC | 12.23% | $118,379,074 |
| MOMENTUM ZENITH SIGNAL | EMBER RIDGE | F11T25YWH | CRQOV | 6.71% | $7,072,007 |