Aventus Investment Advisors, Inc. fees and pricing
Financial planner in Naples, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Aventus Investment Advisors, Inc. charges $300 an hour and a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our fees for this service is typically $300/hour but may be waived if clients are paying for other financial planning or portfolio management services.”
- Flat or project fee
- $1,000-$20,000
“Aventus Advisors’ negotiable fixed fee for financial planning services generally ranges between $1,000 and $20,000 depending upon the complexity and scope of the plan, the Client’s financial situation and the Client’s objectives.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aventus Investment Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due upon completion of services rendered.”
- “The annual fee for portfolio management services is billed and payable quarterly.”
- “New clients pay portfolio management fees in advance based on the beginning value of the Client’s account(s) each quarter.”
How Aventus Investment Advisors, Inc.’s fees compare
- Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
- 4 of the 10 other planners in Naples that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$20,000 spans the Florida median of $4,900. 80% of the 320 other Florida planners that publish a flat or project fee charge less.
- 8 of the 8 other planners in Naples that publish a flat or project fee charge less.
About Aventus Investment Advisors, Inc.
“Aventus Advisors offers broad-based and modular financial planning services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 145
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $136,489,439
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153390
- Phone
- (239) 673-0020
Can advise clients in 4 states: Florida, Massachusetts, North Carolina, New Hampshire
Other planners in Naples that publish fees
- Covato Capital Management, LLCNaples$50-$200/hr, $500-$2,000
- Evertern Wealth, LLCNaples$1,200/hr, $1,500-$10,000
- Gap Financial Counseling Corp.Naples$240-$480/hr
- Local Wealth AdvisorsNaples$1,600-$10,000
- Lodestar Advisory Group, LLCNaples$400/hr, $800-$5,000
- Mandarin AdvisersNaples$100-$250/hr, $6,695/qtr
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.