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AVANTAX PLANNING PARTNERS, INC.
CRD 106237 · SEC 801-50939
210 JONES ST, STE. 104, DUBUQUE, IA, 52001, United States
Phone
563-582-2855
Fax
563-582-1040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.57B
Discretionary AUM
$7.56B
Team
261 total employees; 200 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6299 | $1.62B |
| High net worth individuals | 1216 | $3.58B |
| Pension/profit sharing plans | 591 | $2.16B |
| Charitable organizations | 153 | $49.6M |
| Corporations/business entities | 111 | $152.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD