Avantra Family Wealth, Inc. fees and pricing

Published fees

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

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee engagements are negotiated based on a range of $500 to $5,000 based on the nature and complexity of services to be provided.”

Annual fee

$500⁠-⁠$5,000/yr

“Retainers are based on a negotiated annual fee of $500 to $5,000 based on the nature and complexity of services to be provided.”

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

How Avantra Family Wealth, Inc. bills

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

• “Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Hourly engagements are billed at a rate of up to $300 per hour.”

How Avantra Family Wealth, Inc.’s fees compare

• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Mechanicsburg that publish a flat or project fee charge less.
• Its annual fee of $500-$5,000 is below the Pennsylvania median of $6,000. 30% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 1 of the 2 other planners in Mechanicsburg that publish an annual fee charge less.

About Avantra Family Wealth, Inc.

• Firm size: 6 employees.
• Founded: 2017 (9 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

1.5% a year

Clients

223

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$221,555,091

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288209

Website

linkedin.com/company/11221057 (opens in new tab)

Phone

(717) 276-1501

Can advise clients in 3 states: Florida, Pennsylvania, Virginia

Other planners in Mechanicsburg that publish fees

• Ifs GroupMechanicsburg$175⁠-⁠$250/hr
• Inclusive Wealth Financial Planning LLCMechanicsburg$250⁠-⁠$500/hr, $400⁠-⁠$600
• Lifeguide Financial Advisors, LLCMechanicsburg$4,800/yr
• Mighty Oak Strong America Investment CompanyMechanicsburg$215⁠-⁠$475/hr
• Stout Wealth Advisory Group, LLCMechanicsburg$800⁠-⁠$5,000
• Zizzi InvestmentsMechanicsburg$250/hr, $2,000⁠-⁠$5,000

Compare all 8 planners in Mechanicsburg