Avantax Executive Compensation (FY22)
BCOR · Executive and director compensation, fiscal 2022 only
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.
From $1,200 for the board report; $2,400 for both.
Data as of September 9, 2026Latest filing (8-K): May 5, 2023
9 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
$1,500Get the executive brief
221 figures on this page: 213 cited to the filing that reported them, 8 calculated from figures it prints. See the citations
Frequently asked questions
Answers drawn from the data on this page.
Who is Avantax's chief executive and what were they paid?
Total compensation for Christopher Walters, President and Chief Executive Officer, came to $7,914,813 in fiscal 2022.
What was Avantax's say-on-pay result?
The say-on-pay proposal drew 97.5% of votes cast for or against in favor at the meeting held May 4, 2023 for fiscal 2022.
Which companies are in Avantax's peer group?
The disclosed peer group includes Artisan Partners Asset Management Inc., BrightSphere Investment Group Inc., Cowen Inc., Envestnet, Inc. and Federated Hermes, Inc., among others.
Executive compensation
Every element reported for each named executive officer, by fiscal year.
Fiscal 2022
| Officer | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension and deferred earnings | All other compensation | Total |
|---|---|---|---|---|---|---|---|---|
Christopher Walters President and Chief Executive Officer | ◇ | — | ◇ | ◇ | ◇ | — | ◇ | ◇ |
Curtis Campbell Former President, TaxAct and Software Departed during or after this year | ◇ | — | ◇ | ◇ | — | — | ◇ | ◇ |
Todd Mackay President, Wealth Management | ◇ | — | ◇ | — | ◇ | — | ◇ | ◇ |
Marc Mehlman Chief Financial Officer and Treasurer | ◇ | — | ◇ | — | ◇ | — | — | ◇ |
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
| Officer | Award | Grant date | Threshold units | Target units | Units granted | Maximum units | Exercise price | Grant date fair value |
|---|---|---|---|---|---|---|---|---|
| Ann J. Bruder | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Ann J. Bruder | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Christopher W. Walters | OPTION | ◇ | — | — | ◇ | — | ◇ | ◇ |
| Christopher W. Walters | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Christopher W. Walters | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Christopher W. Walters | RSU | ◇ | — | — | ◇ | — | — | ◇ |
| Marc Mehlman | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Marc Mehlman | RSU | ◇ | — | — | ◇ | — | — | ◇ |
| Marc Mehlman | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Todd C. Mackay | RSU | ◇ | — | — | ◇ | — | — | ◇ |
| Todd C. Mackay | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
| Todd C. Mackay | PSU | ◇ | ◇ | ◇ | — | ◇ | — | ◇ |
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
| Officer | Award | Unvested units | Market value of unvested units | Exercise price | Expires |
|---|---|---|---|---|---|
| Ann Bruder | Option | ◇ | — | ◇ | 1/4/2028 |
| Option | ◇ | — | ◇ | 1/9/2027 | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| Option | ◇ | — | ◇ | 5/21/2027 | |
| RSU | ◇ | ◇ | — | — | |
| Todd Mackay | Option | ◇ | — | ◇ | 5/21/2027 |
| Option | ◇ | — | ◇ | 1/9/2027 | |
| Option | ◇ | — | ◇ | 1/4/2028 | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| Marc Mehlman | Option | ◇ | — | ◇ | 1/4/2028 |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| Option | ◇ | — | ◇ | 4/27/2027 | |
| Christopher Walters | Option | ◇ | — | ◇ | 1/3/2029 |
| Option | ◇ | — | ◇ | 5/21/2027 | |
| Option | ◇ | — | ◇ | 1/30/2027 | |
| Option | ◇ | — | ◇ | 1/4/2028 | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| PSU | ◇ | ◇ | — | — | |
| RSU | ◇ | ◇ | — | — |
A dash means the company reported no figure in that column. $0 is shown only where the filing prints a zero.
Director compensation
What each non-employee director was paid.
Fiscal 2022
| Director | Fees earned in cash | Stock awards | Option awards | Non-equity incentive | Pension and deferred earnings | All other compensation | Total |
|---|---|---|---|---|---|---|---|
J. Richard Leaman III | ◇ | ◇ | — | — | — | — | ◇ |
Kanayalal A. Kotecha | ◇ | ◇ | — | — | — | — | ◇ |
Georganne C. Proctor Board chair | ◇ | ◇ | — | — | — | — | ◇ |
Jana R. Schreuder | ◇ | ◇ | — | — | — | — | ◇ |
E. Carol Hayles | ◇ | ◇ | — | — | — | — | ◇ |
Mary S. Zappone | ◇ | ◇ | — | — | — | — | ◇ |
Mark A. Ernst | ◇ | ◇ | — | — | — | — | ◇ |
Steven Aldrich | ◇ | ◇ | — | — | — | — | ◇ |
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 | ◇ |
| Audit committee chair | ◇ |
| Audit committee member | ◇ |
| Compensation committee chair | ◇ |
| Compensation committee member | ◇ |
| Nominating and governance chair | ◇ |
| Nominating and governance member | ◇ |
Equity is delivered as restricted stock units.
Disclosed peer group
The companies this board named as its compensation comparison group. The list is disclosure; the comparison is analysis.
Fiscal 2022
- Artisan Partners Asset Management Inc. APAM
- BrightSphere Investment Group Inc. BSIG
- Cowen Inc. symbol not shown
- 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.
| Year | Meeting | Support | Votes for | Votes against | Abstentions |
|---|---|---|---|---|---|
| 2022 | May 4, 2023 | = | ◇ | ◇ | ◇ |
| 2021 | April 20, 2022 | = | ◇ | ◇ | ◇ |
| 2020 | April 21, 2021 | = | ◇ | ◇ | ◇ |
| 2019 | May 21, 2020 | = | ◇ | ◇ | ◇ |
| 2018 | May 23, 2019 | = | ◇ | ◇ | ◇ |
| 2017 | June 7, 2018 | = | ◇ | ◇ | ◇ |
| 2016 | June 1, 2017 | = | ◇ | ◇ | ◇ |
| 2015 | May 24, 2016 | = | ◇ | ◇ | ◇ |
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 — $1,500Written 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 — $1,500Board and governance analysis
Committee composition, independence, director pay positioning, and the governance provisions read together rather than listed.
Board Governance Report — $1,200Realizable 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 IntelligenceAdviser switching and vote outcomes
Two datasets covering compensation-adviser changes and what followed a contested vote. Both are part of the Velarion platform.
Inquire about accessMultiple companies at once
Cross-company views, cohort screens, and data export across the industries we cover. This page is one company; the platform is all of them.
Velarion IntelligenceCitations
Every figure on this page is cited to the document that reported it. Select any figure to see its citation.
221 figures on this page: 213 cited to the filing that reported them, 8 calculated from figures it prints.
213 cited to the filing
8 calculated from the filing
Documents cited
- 0001068875-23-000066Item 5.07 Submission of Matters to a Vote of Security Holders
- 0001387131-23-004415NON-EMPLOYEE DIRECTOR COMPENSATION
- 0001068875-22-000071Item 5.07 Submission of Matters to a Vote of Security Holders
- 0001387131-21-005002Item 5.07. Submission of Matters to a Vote of Security Holders.
- 0001068875-20-000121Item 5.07. Submission of Matters to a Vote of Security Holders
- 0001068875-19-000045Item 5.07. Submission of Matters to a Vote of Security Holders
- 0001068875-18-000045Item 5.07. Submission of Matters to a Vote of Security Holders
- 0001628280-17-006180Item 5.07. Submission of Matters to a Vote of Security Holders
- 0001068875-16-000223Item 5.07. Submission of Matters to a Vote of Security Holders
Cite this data
This page is free to cite. Attribution we ask for:
Velarion, “Avantax executive compensation, FY2022.” https://intel.velarion.ai/comp/BCOR (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.
From $1,200 for the board report; $2,400 for both.
9 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 BCOR's own disclosed peer group.
Terms on this page
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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}
}