CRD: 106237
Avantax Planning Partners, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 16, 2025 and June 18, 2026, reported AUM increased 9.2%, from $6.9B to $7.6B.
Across 5 reported observations, AUM increased 30.8% between November 16, 2022 and June 18, 2026, from $5.8B to $7.6B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 200 advisory representatives and 8,372 clients, or 41.9 clients per representative. That equates to $904.1K in reported AUM per client.
The profile lists 126 reported office locations and 30 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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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%
Showing 2 of 16 owners & executives
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BLAKE CHARLES ADAMS
--
- CRD
- #6492477
Kelly E Adams
Partner
- CRD
- #4372012
Showing 2 of 267 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
SMA allocation detail is available
Avantax Planning Partners, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Avantax Planning Partners, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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