PlannerFees

Aventine Financial Group fees and pricing

Financial planner in Doylestown, Pennsylvania. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Aventine Financial Group charges $425 an hour and a flat or project fee of $3,850 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$425/hr
“Financial planning is offered at $425 per hour or a fixed rate of $3,850 for a comprehensive financial plan.”
Flat or project fee
$3,850

From the same sentence as above.

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

How Aventine Financial Group bills

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

  • “The exact fee and services agreed upon will be described in your Premium Financial Planning Agreement. 5(B)1 Payment Methods Generally, clients are invoiced monthly in advance for financial planning services performed on an hourly basis.”
  • “Fees for related accounts may be negotiable for purposes 6 of calculating assets under management.”
  • “After the five-day period, the Client will incur charges for Platinum Services rendered to the point of termination, and such fees will be due and payable by the Client.”

How Aventine Financial Group’s fees compare

  • Its hourly rate of $425 is above the Pennsylvania median of $250. 88% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Doylestown that publish an hourly rate charge less.
  • Its flat or project fee of $3,850 is above the Pennsylvania median of $3,650. 52% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Aventine Financial Group

“Aventine offers investment advisory services to individuals, high net-worth individuals, trusts, estates, and retirement plans (collectively, "Clients" or "Clients").”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Founded: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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% a year
Clients
133
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$153,133,400
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
292390
Website
aventinefg.com (opens in new tab)
Phone
(212) 269-2512

Can advise clients in 5 states: Florida, New Jersey, New York, Pennsylvania, Texas

Other planners in Doylestown that publish fees

Compare all 10 planners in Doylestown

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.