Avantax Planning Partners, Inc.

About Avantax Planning Partners, Inc.

<p>Built around a CPA-firm partnership model, Avantax Planning Partners, Inc. is a Registered Investment Adviser within the Cetera Financial Group, headquartered in Dubuque in eastern Iowa near the Quad Cities region. The firm focuses on tax-focused wealth management and financial planning delivered through CPA firms rather than stand-alone advisory offices.</p> <p>With roots in serving CPA firms for nearly three decades, Avantax Planning Partners works with firms that want to add planning and investment management under their own roof. The firm’s program is structured as a turnkey platform that integrates with a CPA firm’s culture and day-to-day processes so clients can get coordinated tax and financial guidance in one place.</p> <p>A key differentiator is its use of full-time employed consultants and support staff who partner directly with CPA firms. As of 2026, Avantax Planning Partners reports $6.4B in assets under management.</p> <ul> <li>Tax-intelligent financial planning and wealth management support for CPA firms</li> <li>Salaried Financial Planning Consultant embedded alongside CPA firm professionals and clients</li> <li>Dedicated financial planner to prepare client plans</li> <li>Client development specialist for lead generation support</li> <li>Firm relationship manager for ongoing support and best practices</li> </ul> <p>Avantax Planning Partners, part of the Aretec Group, Inc. (dba Cetera Holdings), also provides licensing support and a streamlined path for a designated individual within the CPA firm to meet exam requirements. For retirement plan-related needs, many sponsors also work with <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p>

Website: https://avantax.com/affiliation-models/registered-investment-advisors-ria