PlannerFees

Avalan, LLC fees and pricing

Financial planner in Santa Barbara, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Avalan, LLC charges $250⁠-⁠$500 an hour and a flat or project fee of $500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“Our hourly fees range from $250 to $500.”
Flat or project fee
$500⁠-⁠$10,000
“Our flat fees will range from $500-$10,000 but may be higher in certain circumstances based on complexity and resources used for a plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Avalan, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
  • “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
  • “Additionally, we do have certain clients that are billed on a pro-rata annualized basis quarterly in arrears based on the value of the account on the last day of the previous quarter.”

How Avalan, LLC’s fees compare

  • Its hourly rate of $250-$500 spans the California median of $300. 70% of the 932 other California planners that publish an hourly rate charge less.
  • 9 of the 17 other planners in Santa Barbara that publish an hourly rate charge less.
  • Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
  • 5 of the 15 other planners in Santa Barbara that publish a flat or project fee charge less.

About Avalan, LLC

“We utilize Independent Money Managers, where we may design an investment portfolio and provide ongoing corresponding asset management services on a fee-only basis for a percentage of assets in conjunction with another investment advisory firm.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 11 employees.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

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
2% a year
Clients
265
Employees
11
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, and other
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$621,827,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
156109
Website
winewomenworth.com (opens in new tab)
Phone
(805) 962-7725

Can advise clients in 7 states: California, Florida, Illinois, Michigan, Texas, Utah, Washington

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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.