Avalon Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$5,000

“Services are offered based on a flat fee between $2,500 and $5,000.”

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

How Avalon Wealth Partners bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee charged by each TPM will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”

How Avalon Wealth Partners’ fees compare

• Its hourly rate of $250 is below the Nevada median of $300. 23% of the 64 other Nevada planners that publish an hourly rate charge less.
• 4 of the 10 other planners in Henderson that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the Nevada median of $5,000. 46% of the 50 other Nevada planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Henderson that publish a flat or project fee charge less.

About Avalon Wealth Partners

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

1.35% a year

Clients

35

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$10,387,153

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327255

Website

myavalonwealth.com (opens in new tab)

Phone

(702) 342-8660

Other planners in Henderson that publish fees

• Aldrich Investment ManagementHenderson$200/hr, $1,500⁠-⁠$4,000
• Capstone Capital Wealth AdvisorsHenderson$5,000⁠-⁠$20,000
• Curtis Wealth Management LLCHenderson$250/hr
• Diazo, LLCHenderson$1,000⁠-⁠$5,000
• Ensourceful, Inc.Henderson$150/hr
• Franklin Advisors CorpHenderson$500/hr

Compare all 15 planners in Henderson