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Avantax Executive Compensation (FY22)

AVTA · Executive and director compensation, fiscal 2022 only

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Data as of September 7, 2026Latest filing (DEF 14A): April 3, 2023
8 filings cited on this page
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Avantax brief$1,500Get the executive brief
256 figures on this page: 249 cited to the filing that reported them, 7 calculated from figures it prints. See the citations
Chief executive, fiscal 2022
◇
Christopher Walters
Latest say-on-pay support
=
April 20, 2022

Frequently asked questions

Answers drawn from the data on this page.
Who is Avantax's chief executive and what were they paid?
Christopher Walters, President and Chief Executive Officer, received $7,914,813 in total compensation for fiscal 2022.
What was Avantax's say-on-pay result?
The say-on-pay proposal drew 89.8% of votes cast including abstentions in favor at the meeting held April 20, 2022 for fiscal 2021.
Which companies are in Avantax's peer group?
The disclosed peer group includes AllianceBernstein Holding L.P., Artisan Partners Asset Management Inc., BrightSphere Investment Group Inc., Cowen Inc. and Envestnet, Inc., among others.

Executive compensation

Every element reported for each named executive officer, by fiscal year.
Fiscal 2022
OfficerSalaryBonusStock awardsOption awardsNon-equity incentivePension and deferred earningsAll other compensationTotal
Christopher Walters
President and Chief Executive Officer
◇—◇◇◇—◇◇
Curtis Campbell
Former President, TaxAct and Software
Departed during or after this year
◇—◇◇——◇◇
Todd Mackay
President, Avantax Wealth Management
◇—◇—◇—◇◇
Marc Mehlman
Chief Financial Officer and Treasurer
◇—◇—◇——◇
Ann Bruder
Former Chief Legal, Development and Administration Officer
Departed during or after this year
◇—◇—◇—◇◇
A dash means the company reported no figure in that column. $0 is shown only where the filing prints a zero. A negative change in pension value is shown but, as the company reports it, not included in the total.

Equity awards granted

Individual awards as disclosed: type, date, unit counts at each level, and grant date value.
Fiscal 2022
OfficerAwardGrant dateThreshold unitsTarget unitsUnits grantedMaximum unitsExercise priceGrant date fair value
Ann J. BruderRSU◇——◇——◇
Ann J. BruderPSU◇◇◇—◇—◇
Ann J. BruderPSU◇◇◇—◇—◇
Christopher W. WaltersOPTION◇——◇—◇◇
Christopher W. WaltersPSU◇◇◇—◇—◇
Christopher W. WaltersPSU◇◇◇—◇—◇
Christopher W. WaltersRSU◇——◇——◇
Curtis A. CampbellPSU◇◇◇—◇—◇
Curtis A. CampbellRSU◇——◇——◇
Curtis A. CampbellPSU◇◇◇—◇—◇
Marc MehlmanRSU◇——◇——◇
Marc MehlmanPSU◇◇◇—◇—◇
Marc MehlmanPSU◇◇◇—◇—◇
Todd C. MackayRSU◇——◇——◇
Todd C. MackayPSU◇◇◇—◇—◇
Todd C. MackayPSU◇◇◇—◇—◇
A dash means the company reported no figure in that column. $0 is shown only where the filing prints a zero. Threshold, target and maximum apply only to performance awards and are never shown for time-based or option awards.

Outstanding awards

Awards still held at fiscal year end.
As disclosed at fiscal 2022 year end
OfficerAwardUnvested unitsMarket value of unvested unitsExercise priceExpires
Todd MackayOption◇—◇1/9/2027
PSU◇◇——
Option◇—◇5/21/2027
Option◇—◇1/4/2028
PSU◇◇——
PSU◇◇——
PSU◇◇——
PSU◇◇——
RSU◇◇——
RSU◇◇——
Christopher WaltersOption◇—◇1/30/2027
Option◇—◇1/3/2029
Option◇—◇1/4/2028
Option◇—◇5/21/2027
PSU◇◇——
PSU◇◇——
PSU◇◇——
PSU◇◇——
PSU◇◇——
RSU◇◇——
RSU◇◇——
Ann BruderPSU◇◇——
Option◇—◇1/4/2028
PSU◇◇——
PSU◇◇——
Option◇—◇1/9/2027
PSU◇◇——
RSU◇◇——
RSU◇◇——
PSU◇◇——
Option◇—◇5/21/2027
Marc MehlmanOption◇—◇1/4/2028
RSU◇◇——
PSU◇◇——
PSU◇◇——
RSU◇◇——
PSU◇◇——
Option◇—◇4/27/2027
A dash means the company reported no figure in that column. $0 is shown only where the filing prints a zero.

Severance and change in control

The terms as written in the agreements.
Ann Bruder
Former Chief Legal, Development and Administration Officer · Terms as described in the company’s compensation discussion · citing a 2023 filing
Severance multiple◇
Severance base◇
Change-in-control multiple◇
Equity acceleration on change in control◇
Benefits continuation on change in control◇
Benefits continuation◇
Excise tax treatment◇
Non-compete period◇
Non-solicit period◇
Christopher Walters
President and Chief Executive Officer · Terms as described in the company’s compensation discussion · citing a 2023 filing
Severance multiple◇
Change-in-control multiple◇
Equity acceleration on change in control◇
Benefits continuation on change in control◇
Benefits continuation◇
Non-compete period◇
Marc Mehlman
Chief Financial Officer and Treasurer · Terms as described in the company’s compensation discussion · citing a 2023 filing
Severance multiple◇
Severance base◇
Change-in-control multiple◇
Equity acceleration on change in control◇
Benefits continuation on change in control◇
Benefits continuation◇
Non-compete period◇
Todd Mackay
President, Avantax Wealth Management · Terms as described in the company’s compensation discussion · citing a 2023 filing
Severance multiple◇
Severance base◇
Change-in-control multiple◇
Equity acceleration on change in control◇
Benefits continuation on change in control◇
Benefits continuation◇
Excise tax treatment◇
Non-compete period◇

Director compensation

What each non-employee director was paid.
Fiscal 2022
DirectorFees earned in cashStock awardsOption awardsNon-equity incentivePension and deferred earningsAll other compensationTotal
J. Richard Leaman III
◇◇————◇
Kanayalal A. Kotecha
◇◇————◇
Georganne C. Proctor
Board chair
◇◇————◇
Jana R. Schreuder
◇◇————◇
E. Carol Hayles
◇◇————◇
Mark A. Ernst
◇◇————◇
Karthik Rao
◇◇————◇
Tina Perry
◇◇————◇
Christopher W. Walters served on the board in fiscal 2022 and received no compensation for board service. Executive directors are typically paid through their executive roles, shown above.
A dash means the company reported no figure in that column. $0 is shown only where the filing prints a zero.

Director fee schedule

The standing retainers and premiums the board pays, as published.
Board cash retainer◇
Board equity retainer◇
Total board retainer◇
Board chair premium◇

Disclosed peer group

The companies this board named as its compensation comparison group. The list is disclosure; the comparison is analysis.
Fiscal 2022
  • AllianceBernstein Holding L.P. AB
  • Artisan Partners Asset Management Inc. APAM
  • BrightSphere Investment Group Inc. symbol not shown
  • Cowen Inc. COWN
  • Envestnet, Inc. ENV
  • Federated Hermes, Inc. FHI
  • Focus Financial Partners Inc. FOCS
  • H&R Block, Inc. HRB
  • LendingClub Corporation LC
  • LendingTree, Inc. TREE
  • PRA Group, Inc. PRAA
  • PROG Holdings, Inc. PRG
  • Shutterstock, Inc. SSTK
  • Virtus Investment Partners, Inc. VRTS
  • WisdomTree Investments, Inc. WT
  • Ziff Davis, Inc. ZD

Say-on-pay history

Shareholder support for the compensation program, by year.
YearMeetingSupportVotes forVotes againstAbstentions
2021April 20, 2022=◇◇◇
2020April 21, 2021=◇◇◇
2019May 21, 2020=◇◇◇
2018May 23, 2019=◇◇◇
2017June 7, 2018=◇◇◇
2016June 1, 2017=◇◇◇
2015May 24, 2016=◇◇◇
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What this page does not include

Everything above is a fact Avantax disclosed, and it is free. Everything below is our analysis of those facts, and it is not.
Peer benchmarking
Where Avantax sits against its disclosed peers — percentile position by role and by pay element, and the ranking behind it. The disclosed peer group is free; comparisons across it are part of the Velarion platform.
Executive Compensation Report — $1,500
Written compensation analysis
A read of the pay program as designed and as paid: incentive structure, goal rigor, the alignment between the committee's stated philosophy and what the numbers show.
Executive Compensation Report — $1,500
Board and governance analysis
Committee composition, independence, director pay positioning, and the governance provisions read together rather than listed.
Board Governance Report — $1,200
Realizable pay
What the awards above are actually worth today against what they were valued at on grant, and what the gap says about the pay-for-performance link.
Velarion Intelligence
Adviser switching and vote outcomes
Two datasets covering compensation-adviser changes and what followed a contested vote. Both are part of the Velarion platform.
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Citations

Every figure on this page is cited to the document that reported it. Select any figure to see its citation.
256 figures on this page: 249 cited to the filing that reported them, 7 calculated from figures it prints.
249 cited to the filing
7 calculated from the filing

Documents cited

  1. 0001387131-23-004415
    2022 Summary Compensation Table · Compensation Discussion and Analysis · Grants of Plan-Based Awards · NON-EMPLOYEE DIRECTOR COMPENSATION · and 1 more section
  2. 0001068875-22-000071
    Say-on-Pay Proposal
  3. 0001387131-21-005002
  4. 0001068875-20-000121
    Item 5.07 Submission of Matters to a Vote of Security Holders
  5. 0001068875-19-000045
    Item 5.07 Submission of Matters to a Vote of Security Holders
  6. 0001068875-18-000045
    Item 5.07 Submission of Matters to a Vote of Security Holders
  7. 0001628280-17-006180
    Item 5.07 Submission of Matters to a Vote of Security Holders
  8. 0001068875-16-000223
    Item 5.07 Submission of Matters to a Vote of Security Holders
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This page is free to cite. Attribution we ask for:
Velarion, “Avantax executive compensation, FY2022.” https://intel.velarion.ai/comp/AVTA (accessed 2026).
Short form: data: Velarion

The Avantax brief, $1,500

Positioning against its disclosed peers, the governance read, incentive design, and the CD&A alignment analysis; the full peer table; a committee-ready PDF.
Both reports for $2,400.
Get the executive briefGet the board briefNo account needed.
8 filings cited on this page
Method: intel.velarion.ai/methodology
A report that fails to generate is refunded in full
Published by Velarion Company Intelligence
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Peers Avantax discloses

The companies named in AVTA's own disclosed peer group.

Artisan Partners Asset Management Inc.Envestnet, Inc.Federated Hermes, Inc.H&R Block, Inc.LendingTree, Inc.PRA Group, Inc.PROG Holdings, Inc.Shutterstock, Inc.Virtus Investment Partners, Inc.WisdomTree Investments, Inc.Ziff Davis, Inc.

Terms on this page

Say-on-Pay VoteCEO Pay RatioMedian Employee CompensationAll companies

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Cite this data
APA
Velarion Company Intelligence. (2026). Velarion database: executive and board compensation data (Version 2026Q3) [Data set]. Zenodo. https://doi.org/10.5281/zenodo.22283854
BibTeX
@misc{velarionData2026,
  author = {{Velarion Company Intelligence}},
  title = {Velarion database: executive and board compensation data},
  year = {2026},
  version = {2026Q3},
  doi = {10.5281/zenodo.22283854},
  publisher = {Zenodo},
  url = {https://doi.org/10.5281/zenodo.22283854}
}
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