Avant Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,500⁠-⁠$8,000

“Clients who engage in stand-alone financial planning services, a fixed fee ranging from $3,500 to $8,000 will be assessed per engagement.”

Quarterly fee

$900⁠-⁠$2,400/qtr

“There is a minimum quarterly fee ranging from $900 to $2,400 depending on the complexity and needs of the Client.”

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

How Avant Financial Advisors bills

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

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in advance, pursuant to the terms of the wealth management agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Avant Financial Advisors’ fees compare

• Its flat or project fee of $3,500-$8,000 spans the Texas median of $3,850. 64% of the 401 other Texas planners that publish a flat or project fee charge less.
• 29 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Avant Financial Advisors

• Firm size: 5 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$900 minimum fee (stated in brochure)

Clients

166

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$196,402,029

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

297894

Website

twitter.com/Avant_FA (opens in new tab)

Phone

(512) 910-2467

Can advise clients in 2 states: Louisiana, Texas

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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