Reason Financial Group, a seven-person hybrid team managing $200 million in San Diego, has changed its affiliation to LPL Financial from Avantax Wealth Management, a unit of Blucora.
Reason will use LPL as its custodian as well as its broker-dealer. Merit Financial Group, a registered investment advisory firm in San Clemente, California, will provide a variety of RIA services.
Reason was founded by Steve Pollock and Sean Storck, who are assisted by five team members, including tax strategists and financial planners.
The deal to acquire a 300-client tax firm built sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
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