Avenue Retirement Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$125/qtr

“This type of engagement normally involves retirement plan participants or other client investment accounts “held away.” The fee is $125 per quarter and is paid in arrears.”

Annual fee

$2,000⁠-⁠$50,000/yr

“Business Consultation Services – Our business consultation services are assessed a fixed fee ranging from $2,000 to $50,000 per year; paid in arrears either monthly or quarterly in installments.”

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

How Avenue Retirement Services bills

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

• “Fees for these events are typically a nominal fixed amount and/or cost of workshop materials, and would be negotiated with the sponsor in advance of the presentation.”
• “Clients with multiple accounts may have fees aggregated and billed to one household account.”
• “These fees will be billed to your account monthly, in arrears, as described in the following table.”

How Avenue Retirement Services’ fees compare

• Its annual fee of $2,000-$50,000 spans the Texas median of $6,000. 92% of the 106 other Texas planners that publish an annual fee charge less.

About Avenue Retirement Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2012 (14 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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

60

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$27,490,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165606

Website

avenueretirement.com (opens in new tab)

Phone

(214) 705-2464

Other planners in Prosper that publish fees

• Clear Sky Financial, LPProsper$500/hr, $15,000
• Wisdom Index AdvisorsProsper$250/hr
• 11 FinancialLufkin$250/hr, $50⁠-⁠$5,000
• 1900 WealthSan Antonio$350/hr, $1,500
• 360 Wealth CreationAustin$250/hr
• 3T Advisors LLCWaco$250/hr, $250⁠-⁠$10,000

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