Avail Investment Partners, LLC fees and pricing
Financial planner in Lemont, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Avail Investment Partners, LLC charges a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$15,000
“Financial planning fees range from $2,500 to $15,000 depending on the scope of the planning and the complexity of the clients financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avail Investment Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and may be higher or lower than this range, based on the nature of the account, and the origin of the client.”
- “The advisory fee is paid quarterly in advance, and the value used for the fee calculation is the last business day of the prior quarter.”
- “If you become a client during a quarter, you will pay a management fee for the number of days left in that quarter.”
How Avail Investment Partners, LLC’s fees compare
- Its flat or project fee of $2,500-$15,000 spans the Pennsylvania median of $3,650. 79% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Avail Investment Partners, LLC
“Avail provides investment management services and financial planning to individuals, families, trusts, charitable organizations and foundations, businesses, and pension plans.”
- Firm size: 8 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- 1.35% a year
- Clients
- 143
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and investment companies
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $184,457,139
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315678
- Phone
- (814) 996-7206
Can advise clients in 9 states: California, Florida, Georgia, Massachusetts, New Hampshire, New York, Pennsylvania, Texas, Virginia
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/hr
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.