# Avantax Planning Partners

Avantax Planning Partners is a Bank / Wealth / Trust based in Dubuque, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dubuque, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** avantax.com
- **LinkedIn:** https://www.linkedin.com/company/avantax-planning-partners

## Regulatory record

- **CRD number:** 106237
- **SEC file number:** 801-50939
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-30T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106237

## About

Established in 1983, Avantax Planning Partners serves US clients through standard advisory offerings that include investment management, retirement planning, and tax planning. Services reach individuals, trusts, estates, and business entities, all within a domestic geographic focus. The firm operates a conventional RIA structure built around advisory relationships rather than proprietary funds. No co-investors, portfolio holdings, team size, or additional offices appear in available records, and no operational events from the last 24 months have been identified.

## Sectors

- Tax-Intelligent Financial Planning

## Questions

### Who runs investment decisions at Avantax Planning Partners?

No named principals or CIO appear in public records.

### Does Avantax Planning Partners participate in fund commitments or only direct deals?

Available information shows only advisory services to clients with no fund commitments disclosed.

### What investment stages does Avantax Planning Partners typically target?

The firm provides ongoing advisory services rather than stage-specific investments.

## Related profiles

- [Avanta Ventures](https://altss.com/profile/avanta-ventures)
- [Avant Bio](https://altss.com/profile/avant-bio)

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Last updated: 2026-07-11T16:15:12.000Z

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