Avaii Wealth Management, LLC fees and pricing
Financial planner in Appleton, Wisconsin. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 29, 2026, Avaii Wealth Management, LLC charges $150-$300 an hour and an annual fee of $5,000-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Project-based engagements may be offered at an hourly rate ranging from $150 to $300 per hour based on the experience of the Advisory Person rendering services and/or the complexity of the services provided.”
- Annual fee
- $5,000-$30,000/yr
“Fixed advisory fees range from $5,000 to $30,000 annually, depending on the complexity of the engagement, financial planning needs, frequency of reviews and meetings, and size of the Client relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avaii Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid either monthly or quarterly, in advance of each calendar quarter, (the “Billing Period”), pursuant to the terms of the investment advisory agreement.”
- “Fees are calculated and deducted in advance of each Billing Period based on the market value of assets under management at the end of the prior month or quarter.”
- “The investment advisory fee in the first Billing Period of service is prorated from the inception date of the account[s] to the end of the first Billing Period.”
How Avaii Wealth Management, LLC’s fees compare
- Its hourly rate of $150-$300 is below the Wisconsin median of $300. 19% of the 95 other Wisconsin planners that publish an hourly rate charge less.
- 1 of the 6 other planners in Appleton that publish an hourly rate charge less.
- Its annual fee of $5,000-$30,000 is above the Wisconsin median of $5,000. 92% of the 25 other Wisconsin planners that publish an annual fee charge less.
About Avaii Wealth Management, LLC
- Firm size: 18 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 986
- Employees
- 18
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $602,750,772
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298165
- Phone
- (920) 214-1212
Can advise clients in 8 states: Florida, Illinois, Michigan, Minnesota, New Hampshire, Tennessee, Texas, Wisconsin
Other planners in Appleton that publish fees
- Gateway Wealth Partners, LLCAppleton$400/hr, $15,000
- Kolash Wealth Strategies, LLCAppleton$210/hr, $200-$5,000
- Kom Wealth Management Group, LLCAppleton$125-$400/hr, $1,250-$14,000/yr
- Mcglone Suttner Wealth Management, Inc.Appleton$250/hr
- Professional Financial Management, Inc.Appleton$250/hr, $1,500
- Valkyrie FinancialAppleton$350/hr, $200-$700/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.