On April 28, 2026, Cetera Financial Group announced its agreement to merge The Retirement Planning Group and Avantax Planning Partners.
Cetera Financial Group (“Cetera”) announced, on April 28, 2026, that it is merging The Retirement Planning Group (“TRPG”) and Avantax Planning Partners (“Avantax”). Under the terms of the transaction, which is set to close later this year, the newly formed business will be known as Cetera Planning Partners (“CPP”). Further, TRPG will immediately rebrand under CPP, and Avantax will subsequently integrate into CPP. Further terms of the transaction were not disclosed.
Cetera, based in San Diego, California, is an independent broker-dealer offering support to its network of independent retail firms, including registered investment advisors. Cetera has approximately $294 billion in assets under management.
TRPG, based in Leawood, Kansas, is a registered investment advisor offering retirement planning, portfolio and investment management, tax planning, tax preparation, tax filing, and other wealth management services to clients.
Avantax, headquartered in Dubuque, Iowa, is a registered investment advisor providing financial planning and portfolio management services to individuals, institutions, and high-net-worth clients.
Together, TRPG and Avantax have approximately $19 billion in assets under advisement.
To read the press release: please click here.