CRD: 106237
Avantax Planning Partners, Inc.
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- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Peak harbor
- Established Date
- 01-17-1996
- Office Locations
- 126
Office Locations
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.
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Owner & Executives
JASON JEFFREY ALLEN
VICE PRESIDENT
- CRD
- #4151847
- Ownership
- Less than 5%
MATTHEW GREGORY BREGOZZO
Chief Compliance Officer
- CRD
- #5881295
- Ownership
- Less than 5%
Matrix legacy
Ridge quantum
- CRD
- #63370
- Ownership
- 5.5%
Showing 2 of 16 owners & executives
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BLAKE CHARLES ADAMS
--
- CRD
- #6492477
Kelly E Adams
Partner
- CRD
- #4372012
Ember horizon
Momentum vital
- CRD
- #83819
Showing 2 of 293 contacts
Unlock allAssets Under Management
| 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
| 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 |