Avanti Wealth Management fees and pricing
Financial planner in Longwood, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Avanti Wealth Management charges $150-$550 an hour and a flat or project fee of $1,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$550/hr
“Our hourly fee for planning/consulting services generally ranges between $150 and $550 per hour.”
- Flat or project fee
- $1,500-$15,000
“Our minimum and maximum first year planning fee typically ranges from $1,500 and $15,000 and is payable quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Avanti Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, our hourly fee may be negotiable based upon the complexity and scope of the plan, as well as your financial situation and objectives.”
- “Typically, hourly fees will be due in arrears.”
- “For hourly consulting services in which a written plan is not presented to you, our fee will typically be payable upon completion of the consultation or project.”
How Avanti Wealth Management’s fees compare
- Its hourly rate of $150-$550 spans the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$15,000 spans the Florida median of $4,900. 74% of the 320 other Florida planners that publish a flat or project fee charge less.
About Avanti Wealth Management
“We are an independent investment financial adviser that provides wealth management services by incorporating financial planning, investment portfolio management and other aggregated financial services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CPA, EA, ChFC®, and CFA.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Equity compensation
- Insurance analysis
- 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
- 1.8% a year
- Clients
- 111
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $55,591,918
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 137322
- Phone
- (407) 331-7330
Other planners in Florida that publish fees
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
- Achieving Veritas LLCSt. Augustine$1,500-$15,000
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.