Aventus Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“Initial financial plans typically range from $2,000 to $10,000, depending on the scope and complexity and the deliverables defined in your agreement.”

Quarterly fee

$3,750/qtr

“If the advisory agreement terminates on February 15 in a 90-day billing quarter and the quarterly fee is $3,750, the refund equals $3,750 × (90 − 46) ÷ 90 = $1,833.33.”

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

How Aventus Wealth Management LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is stated as an annual percentage of assets under management (“AUM”) and is billed quarterly in advance.”
• “The annualized advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last business day of the preceding quarter.”

How Aventus Wealth Management LLC’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Colorado median of $5,250. 62% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Centennial that publish a flat or project fee charge less.

About Aventus Wealth Management LLC

• Principal: William Kulick
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338332

Phone

(303) 868-1418

Other planners in Centennial that publish fees

• Irving Planning & Investments, LTD.Centennial$200/hr
• Loyd Financial Management Inc.Centennial$395/hr
• Peak Planning Group, LLCCentennial$325/hr, $1,000⁠-⁠$5,000
• Seva Wealth ManagementCentennial$150/hr, $250⁠-⁠$10,000
• Simply StewardCentennial$3,600⁠-⁠$5,500, $3,600/yr

Compare all 12 planners in Centennial