Avenues Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial planning services are offered on a negotiable hourly rate not to exceed $250 per hour with a fixed rate not to exceed $5,000 for the initial engagement.”

Flat or project fee

$5,000

From the same sentence as above.

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

How Avenues Wealth, LLC bills

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

• “Billing Unless you request other arrangements for payment of our management fee, your account will be billed quarterly in advance based on the aggregate, fair market value of your portfolio and where it falls within our tiered fee schedule.”
• “If you have prepaid any fees, such un-earned fees will be returned on a pro-rata basis.”
• “Our general consulting fee is a negotiable hourly rate not to exceed $250 per hour for our advice.”

How Avenues Wealth, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Winter Park that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Florida median of $4,900. 50% of the 320 other Florida planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Winter Park that publish a flat or project fee charge less.

About Avenues Wealth, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Business owners

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

1.25% a year

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 portfolio management for businesses and institutions

Assets managed

$81,503,974

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290433

Website

avenueswealth.com (opens in new tab)

Phone

(407) 898-3181

Other planners in Winter Park that publish fees

• Advus Financial Partners, LLCWinter Park$2,500⁠-⁠$20,000
• American Financial Advisors IncWinter Park$325/hr
• Bloom InvestmentWinter Park$250/hr, $2,400⁠-⁠$9,600
• Dobson Street LLCWinter Park$250⁠-⁠$400/hr
• Financial Harvest Wealth AdvisorsWinter Park$10,000, $750/yr
• Financial Planning Office of Stephen Overstreet, P.A.Winter Park$150/hr

Compare all 19 planners in Winter Park