Averton Wealth fees and pricing

Financial planner in Mead, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 13, 2026, Averton Wealth charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial planning and consulting services are offered based on a negotiable hourly fee of $250 per hour.”

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

“The fees are charged quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial planning and consulting services are billed in advance.”

Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342624
Website: avertonwealth.com (opens in new tab)
Phone: (509) 795-2550

Can advise clients in 2 states: Idaho, Washington

Is something on this page wrong or out of date?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.