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Firm Information

Avantax Advisory Services is a registered investment advisor based in Dallas, Texas. They offer a wide range of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Avantax has over 2,400 investment advisor representatives and manages over $41 billion in assets for clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. They also offer wrap fee program participation and other services.

Avantax Advisory Services

3200 OLYMPUS BLVD

DALLAS, TX 75019

$41.70B

Assets Under Management

1,243

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

solicitor referral services to third-party investment managers; participant enrollment meetings

Solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

other

Solicitor fees

Advisors at Avantax Advisory Services

View All 2215 Advisors

Thomas Alan Hawbaker

PFS®, RA

Midlothian, TX

Winter Park, FL

Fort Smith, AR

Benjamin Blake Westerterp

CFP®, RA

IRVING, TX

IRVING, TX

DALLAS, TX

Burneyville, OK

Kristen Nicole Gabelt

CFP®, RA

Huntersville, NC

View Profile

View All 2215 Advisors

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Disclosures

There are no public disclosures for Avantax Advisory Services.

Frequently Asked Questions (7)

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Avantax Advisory Services

Headquartered in DALLAS, TX

When are you planning to retire?

Are you with Avantax Advisory Services?

Are you a financial advisor?

Firm Information

Avantax Advisory Services

$41.70B

Assets Under Management

1,243

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (50)

Advisors at Avantax Advisory Services

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (7)

Helpful Articles

When are you planning to retire?

Are you with Avantax Advisory Services?

Are you a financial advisor?

Helpful Articles

Avantax Advisory Services

Headquartered in DALLAS, TX

When are you planning to retire?

Are you with Avantax Advisory Services?

Are you a financial advisor?

Firm Information

Avantax Advisory Services

$41.70B

Assets Under Management

1,243

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

solicitor referral services to third-party investment managers; participant enrollment meetings

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (50)

Advisors at Avantax Advisory Services

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (7)

What types of investment advisory services does Avantax Advisory Services offer?

Where is Avantax Advisory Services headquartered?

How many investment adviser representatives does Avantax Advisory Services have?

What is the total amount of regulatory assets under management for Avantax Advisory Services?

Does Avantax Advisory Services offer wrap fee programs?

What types of clients does Avantax Advisory Services serve?

What is the SEC number for Avantax Advisory Services?

Helpful Articles

When are you planning to retire?

Are you with Avantax Advisory Services?

Are you a financial advisor?

Helpful Articles