Avant Wealth Management, LLC fees and pricing
Financial planner in Topeka, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 8, 2026, Avant Wealth Management, LLC charges $250 an hour and a flat or project fee of $250-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees for Financial Consulting Services Avant Wealth Management provides financial consulting services under an hourly fee of $250 per hour.”
- Flat or project fee
- $250-$5,000
“The minimum fixed fee is generally $250, and the maximum fixed fee is generally no more than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avant Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
- “Altruist will refund to you a pro-rated portion of the fee based on the number of calendar days in the final quarter for which Avant Wealth Management and Altruist provided services.”
- “Upon completion and delivery of the financial plan, the fixed fee is considered earned by Avant Wealth Management and any unpaid amount is immediately due.”
How Avant Wealth Management, LLC’s fees compare
- Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Topeka that publish an hourly rate charge less.
- Its flat or project fee of $250-$5,000 spans the Kansas median of $3,500. 35% of the 43 other Kansas planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Topeka that publish a flat or project fee charge less.
About Avant Wealth Management, LLC
“Asset Management Services – Avant Wealth Management offers asset management services, which involves Avant Wealth Management providing you with continuous and ongoing supervision over your specified Accounts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- 1.25% a year
- Minimum
- $250 minimum fee (stated in brochure)
- Clients
- 7
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $2,436,983
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 289017
- Phone
- (785) 506-2385
Can advise clients in 2 states: Kansas, North Dakota
Other planners in Topeka that publish fees
- Blazing Star FinancialTopeka$125-$175/hr, $600-$1,000
- Clayton Wealth PartnersTopeka$50-$350/hr
- Cornerstone AdvisorsTopeka$150-$300/hr
- Endeavor Private Wealth, Inc.Topeka$20,000/yr
- Next Generation Investing, LLCTopeka$400-$700
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.