Avinci Wealth Management, Inc. fees and pricing

Published fees

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

Flat or project fee

$499

“In some instances, Avinci will charge a one-time 401(k) guidance services fee of $499 depending on the scope and specific needs on a client-by-client basis.”

Annual fee

$3,995⁠-⁠$6,995/yr

“Standard Tier clients are charged a $3,995 annual fee, while Baseline Tier clients are charged $6,995 annual fee.”

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

How Avinci Wealth Management, Inc. bills

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

• “New accounts will be charged a prorated fee for the remainder of the month in which the account is opened.”
• “The annual fee for Avinci’s discretionary asset management services is charged on a monthly basis, in arrears, and is calculated based on a percentage of the assets under management.”
• “Avinci will directly invoice clients for payment of this fee, which clients may pay via check.”

How Avinci Wealth Management, Inc.’s fees compare

• Its flat or project fee of $499 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Valencia that publish a flat or project fee charge less.
• Its annual fee of $3,995-$6,995 spans the California median of $6,250. 42% of the 224 other California planners that publish an annual fee charge less.

About Avinci Wealth Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

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

1.95% a year

Clients

64

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$10,345,546

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327780

Website

avinciwealthmanagement.com (opens in new tab)

Phone

(888) 855-2612

Other planners in Valencia that publish fees

• Financial Security Solutions, Corp.Valencia$400/hr, $500⁠-⁠$10,000
• Global Financial Advisory Services, Inc.Valencia$250/hr
• Mears Money ManagementValencia$395
• RCV Financial ServicesValencia$250/hr, $500⁠-⁠$10,000
• Wealth Planning Group, Inc.Valencia$250/hr, $2,000⁠-⁠$20,000

Compare all 7 planners in Valencia