Aventail Wealth Management, LLC fees and pricing
Financial planner in Winter Haven, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Aventail Wealth Management, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Such fee will be based on our hourly rate not to exceed $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aventail Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Your account will be billed monthly in advance based on the fair market value for the portion of your portfolio that falls within each tier of our fee schedule.”
- “As your portfolio value exceeds into the next tier level, either through additional deposits or asset growth, the amount of assets above the fee-break will be billed the corresponding annual fee rate.”
- “Financial planning services are offered on a negotiable hourly rate not to exceed $150 per hour for the initial engagement.”
How Aventail Wealth Management, LLC’s fees compare
- Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
About Aventail Wealth Management, LLC
“Our perpetual focus is to deliver, throughout your lifetime, a holistic wealth management process that creates and sustains complete financial comfort.”
- Firm size: 2 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.6% a year
- Clients
- 108
- Employees
- 2
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $49,438,011
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282467
- Phone
- (863) 333-1927
Other planners in Winter Haven that publish fees
- IplanWinter Haven$3,600
- 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
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.